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 | $133,020 | $198,466-33.0% | $170,442-22.0% | $147,584-9.9% |
| Participation rate | 93.8% | 88.0%+5.8pp | 83.6%+10.2pp | 82.8%+10.9pp |
| Annual return | 14.53% | 257.29%-242.8pp | 205.93%-191.4pp | 578.55%-564.0pp |
| Employer contribution / active EE | $9,132 | $6,184+47.7% | $5,433+68.1% | $4,876+87.3% |
| Participant deferral / active EE | $6,389 | $5,629+13.5% | $4,939+29.3% | $5,439+17.5% |
| Admin fee / account holder | $9,199 | $16,852-45.4% | $13,880-33.7% | $10,885-15.5% |