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 | $72,278 | $217,402-66.8% | $185,823-61.1% | $167,490-56.8% |
| Participation rate | 91.7% | 86.0%+5.6pp | 81.7%+10.0pp | 82.1%+9.6pp |
| Annual return | 17.23% | 148.36%-131.1pp | 122.05%-104.8pp | 478.56%-461.3pp |
| Employer contribution / active EE | $3,814 | $5,873-35.1% | $5,167-26.2% | $4,837-21.2% |
| Participant deferral / active EE | $5,607 | $6,356-11.8% | $5,568+0.7% | $6,341-11.6% |
| Admin fee / account holder | $681 | $19,811-96.6% | $16,237-95.8% | $12,309-94.5% |