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 | $89,950 | $144,119-37.6% | $117,854-23.7% | $147,584-39.1% |
| Participation rate | 92.9% | 83.4%+9.4pp | 79.7%+13.2pp | 82.8%+10.0pp |
| Annual return | 16.70% | 531.15%-514.5pp | 335.08%-318.4pp | 578.55%-561.9pp |
| Employer contribution / active EE | $2,676 | $4,896-45.4% | $3,786-29.3% | $4,876-45.1% |
| Participant deferral / active EE | $6,376 | $5,316+19.9% | $4,482+42.3% | $5,439+17.2% |
| Admin fee / account holder | $947 | $10,886-91.3% | $8,020-88.2% | $10,885-91.3% |