See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,689 | $183,592-39.7% | $155,567-28.8% | $145,959-24.2% |
| Participation rate | 95.7% | 82.7%+13.0pp | 78.2%+17.5pp | 80.3%+15.4pp |
| Annual return | 13.01% | 61.24%-48.2pp | 64.74%-51.7pp | 561.95%-548.9pp |
| Employer contribution / active EE | $9,204 | $5,315+73.2% | $4,674+96.9% | $4,661+97.5% |
| Participant deferral / active EE | $7,103 | $6,464+9.9% | $5,628+26.2% | $6,689+6.2% |
| Admin fee / account holder | $1,575 | $19,318-91.8% | $15,916-90.1% | $13,398-88.2% |