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 | $89,972 | $183,519-51.0% | $155,509-42.1% | $145,922-38.3% |
| Participation rate | 84.6% | 82.7%+1.9pp | 78.2%+6.4pp | 80.3%+4.3pp |
| Annual return | 9.58% | 61.17%-51.6pp | 64.67%-55.1pp | 561.29%-551.7pp |
| Employer contribution / active EE | $13,109 | $5,313+146.7% | $4,672+180.6% | $4,660+181.3% |
| Participant deferral / active EE | $11,258 | $6,462+74.2% | $5,626+100.1% | $6,688+68.3% |
| Admin fee / account holder | $192,618 | $19,313+897.4% | $15,912+1110.5% | $13,397+1337.8% |