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 | $87,775 | $159,602-45.0% | $150,045-41.5% | $142,382-38.4% |
| Participation rate | 95.2% | 84.0%+11.3pp | 82.3%+12.9pp | 80.1%+15.1pp |
| Annual return | 25.76% | 70.24%-44.5pp | 62.55%-36.8pp | 217.08%-191.3pp |
| Employer contribution / active EE | $6,035 | $4,961+21.7% | $4,693+28.6% | $4,299+40.4% |
| Participant deferral / active EE | $9,782 | $8,310+17.7% | $7,997+22.3% | $6,507+50.3% |
| Admin fee / account holder | $7,966 | $14,846-46.3% | $13,435-40.7% | $12,624-36.9% |