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 | $79,948 | $183,519-56.4% | $155,509-48.6% | $145,922-45.2% |
| Participation rate | 93.3% | 82.7%+10.7pp | 78.2%+15.1pp | 80.3%+13.1pp |
| Annual return | 10.82% | 61.17%-50.3pp | 64.67%-53.8pp | 561.29%-550.5pp |
| Employer contribution / active EE | $2,389 | $5,313-55.0% | $4,672-48.9% | $4,660-48.7% |
| Participant deferral / active EE | $7,664 | $6,462+18.6% | $5,626+36.2% | $6,688+14.6% |
| Admin fee / account holder | $817 | $19,313-95.8% | $15,912-94.9% | $13,397-93.9% |