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 | $83,901 | $165,912-49.4% | $122,332-31.4% | $147,584-43.2% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 12.10% | 34.55%-22.5pp | 30.27%-18.2pp | 578.55%-566.4pp |
| Employer contribution / active EE | $6,857 | $5,754+19.2% | $4,050+69.3% | $4,876+40.6% |
| Participant deferral / active EE | $7,699 | $4,005+92.2% | $3,287+134.2% | $5,439+41.6% |
| Admin fee / account holder | $971 | $7,424-86.9% | $5,478-82.3% | $10,885-91.1% |