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 | $82,880 | $108,919-23.9% | $100,391-17.4% | $145,922-43.2% |
| Participation rate | 86.7% | 82.9%+3.7pp | 81.5%+5.2pp | 80.3%+6.4pp |
| Annual return | 13.35% | 57.88%-44.5pp | 49.20%-35.9pp | 561.29%-547.9pp |
| Employer contribution / active EE | $3,045 | $4,419-31.1% | $3,942-22.7% | $4,660-34.6% |
| Participant deferral / active EE | $7,455 | $8,445-11.7% | $8,082-7.8% | $6,688+11.5% |
| Admin fee / account holder | $831 | $9,689-91.4% | $7,899-89.5% | $13,397-93.8% |