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 | $118,989 | $148,534-19.9% | $135,903-12.4% | $139,434-14.7% |
| Participation rate | 92.9% | 83.9%+9.0pp | 81.9%+11.0pp | 80.3%+12.5pp |
| Annual return | 29.37% | 79.19%-49.8pp | 68.23%-38.9pp | 372.94%-343.6pp |
| Employer contribution / active EE | $6,970 | $5,243+32.9% | $4,856+43.5% | $4,751+46.7% |
| Participant deferral / active EE | $8,223 | $8,100+1.5% | $7,758+6.0% | $6,710+22.5% |
| Admin fee / account holder | $20,402 | $12,400+64.5% | $10,762+89.6% | $11,403+78.9% |