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 | $99,977 | $214,378-53.4% | $200,582-50.2% | $142,382-29.8% |
| Participation rate | 90.0% | 87.4%+2.6pp | 86.9%+3.1pp | 80.1%+9.9pp |
| Annual return | 12.57% | 46.41%-33.8pp | 42.33%-29.8pp | 217.08%-204.5pp |
| Employer contribution / active EE | $2,577 | $6,841-62.3% | $6,419-59.9% | $4,299-40.1% |
| Participant deferral / active EE | $8,541 | $9,865-13.4% | $9,331-8.5% | $6,507+31.3% |
| Admin fee / account holder | $356 | $17,692-98.0% | $16,305-97.8% | $12,624-97.2% |