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 | $88,019 | $58,927+49.4% | $76,817+14.6% | $72,985+20.6% |
| Participation rate | 73.7% | 67.3%+6.3pp | 72.1%+1.6pp | 69.5%+4.2pp |
| Annual return | 23.19% | 2305.64%-2282.5pp | 1166.11%-1142.9pp | 81.00%-57.8pp |
| Employer contribution / active EE | $1,011 | $1,787-43.4% | $2,302-56.1% | $2,440-58.5% |
| Participant deferral / active EE | $2,897 | $2,690+7.7% | $3,336-13.2% | $3,607-19.7% |
| Admin fee / account holder | $6,088 | $4,013+51.7% | $6,420-5.2% | $5,124+18.8% |