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 | $75,252 | $226,064-66.7% | $182,532-58.8% | $152,861-50.8% |
| Participation rate | 86.7% | 82.5%+4.2pp | 78.0%+8.7pp | 82.4%+4.2pp |
| Annual return | 28.62% | 192.51%-163.9pp | 148.54%-119.9pp | 345.32%-316.7pp |
| Employer contribution / active EE | $9,911 | $4,978+99.1% | $4,076+143.2% | $4,762+108.1% |
| Participant deferral / active EE | $11,433 | $6,368+79.5% | $5,524+107.0% | $5,850+95.4% |
| Admin fee / account holder | $770 | $10,703-92.8% | $8,592-91.0% | $11,596-93.4% |