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 | $113,775 | $148,534-23.4% | $135,903-16.3% | $139,434-18.4% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 14.84% | 79.19%-64.3pp | 68.23%-53.4pp | 372.94%-358.1pp |
| Employer contribution / active EE | $12,066 | $5,243+130.1% | $4,856+148.5% | $4,751+154.0% |
| Participant deferral / active EE | $13,717 | $8,100+69.3% | $7,758+76.8% | $6,710+104.4% |
| Admin fee / account holder | $1,754 | $12,400-85.9% | $10,762-83.7% | $11,403-84.6% |