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 | $90,388 | $148,534-39.1% | $135,903-33.5% | $139,434-35.2% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 14.69% | 79.19%-64.5pp | 68.23%-53.5pp | 372.94%-358.3pp |
| Employer contribution / active EE | $2,845 | $5,243-45.7% | $4,856-41.4% | $4,751-40.1% |
| Participant deferral / active EE | $8,576 | $8,100+5.9% | $7,758+10.5% | $6,710+27.8% |
| Admin fee / account holder | $302 | $12,400-97.6% | $10,762-97.2% | $11,403-97.4% |