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 | $80,284 | $176,812-54.6% | $146,665-45.3% | $167,490-52.1% |
| Participation rate | 80.0% | 83.6%-3.6pp | 80.1%-0.1pp | 82.1%-2.1pp |
| Annual return | 50.33% | 24.03%+26.3pp | 22.74%+27.6pp | 478.56%-428.2pp |
| Employer contribution / active EE | $6,392 | $5,160+23.9% | $4,136+54.5% | $4,837+32.1% |
| Participant deferral / active EE | $11,154 | $6,440+73.2% | $5,506+102.6% | $6,341+75.9% |
| Admin fee / account holder | $3,994 | $13,259-69.9% | $10,280-61.1% | $12,309-67.6% |