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 | $80,611 | $152,460-47.1% | $118,746-32.1% | $147,584-45.4% |
| Participation rate | 88.9% | 82.3%+6.6pp | 78.3%+10.6pp | 82.8%+6.1pp |
| Annual return | 8.61% | 17.41%-8.8pp | 24.54%-15.9pp | 578.55%-569.9pp |
| Employer contribution / active EE | $7,747 | $5,046+53.5% | $4,193+84.8% | $4,876+58.9% |
| Participant deferral / active EE | $9,741 | $6,212+56.8% | $5,332+82.7% | $5,439+79.1% |
| Admin fee / account holder | $10,773 | $16,953-36.4% | $10,720+0.5% | $10,885-1.0% |