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 | $77,720 | $185,822-58.2% | $169,993-54.3% | $139,434-44.3% |
| Participation rate | 93.3% | 87.8%+5.6pp | 87.0%+6.3pp | 80.3%+13.0pp |
| Annual return | 14.60% | 60.50%-45.9pp | 53.37%-38.8pp | 372.94%-358.3pp |
| Employer contribution / active EE | $9,141 | $7,590+20.4% | $6,785+34.7% | $4,751+92.4% |
| Participant deferral / active EE | $5,176 | $11,622-55.5% | $10,408-50.3% | $6,710-22.9% |
| Admin fee / account holder | $5,422 | $15,381-64.7% | $12,815-57.7% | $11,403-52.4% |