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 | $75,335 | $165,984-54.6% | $164,813-54.3% | $145,922-48.4% |
| Participation rate | 94.7% | 82.0%+12.7pp | 78.6%+16.1pp | 80.3%+14.5pp |
| Annual return | 16.00% | 100.03%-84.0pp | 69.93%-53.9pp | 561.29%-545.3pp |
| Employer contribution / active EE | $6,128 | $5,273+16.2% | $4,341+41.2% | $4,660+31.5% |
| Participant deferral / active EE | $5,714 | $6,959-17.9% | $6,031-5.3% | $6,688-14.6% |
| Admin fee / account holder | $833 | $16,648-95.0% | $12,690-93.4% | $13,397-93.8% |