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 | $72,317 | $157,256-54.0% | $141,162-48.8% | $152,861-52.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 22.12% | 64.32%-42.2pp | 71.39%-49.3pp | 345.32%-323.2pp |
| Employer contribution / active EE | $3,141 | $5,261-40.3% | $4,735-33.7% | $4,762-34.0% |
| Participant deferral / active EE | $11,715 | $7,109+64.8% | $6,709+74.6% | $5,850+100.2% |
| Admin fee / account holder | $10,773 | $12,120-11.1% | $10,261+5.0% | $11,596-7.1% |