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 | $81,082 | $109,982-26.3% | $97,226-16.6% | $145,922-44.4% |
| Participation rate | 95.2% | 75.9%+19.3pp | 72.7%+22.6pp | 80.3%+15.0pp |
| Annual return | 10.59% | 242.90%-232.3pp | 75.13%-64.5pp | 561.29%-550.7pp |
| Employer contribution / active EE | $2,688 | $3,084-12.8% | $2,729-1.5% | $4,660-42.3% |
| Participant deferral / active EE | $7,279 | $4,676+55.7% | $4,264+70.7% | $6,688+8.8% |
| Admin fee / account holder | $554 | $6,221-91.1% | $5,654-90.2% | $13,397-95.9% |