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 | $79,753 | $183,519-56.5% | $155,509-48.7% | $145,922-45.3% |
| Participation rate | 95.5% | 82.7%+12.8pp | 78.2%+17.3pp | 80.3%+15.2pp |
| Annual return | 12.33% | 61.17%-48.8pp | 64.67%-52.3pp | 561.29%-549.0pp |
| Employer contribution / active EE | $8,536 | $5,313+60.7% | $4,672+82.7% | $4,660+83.2% |
| Participant deferral / active EE | $6,007 | $6,462-7.0% | $5,626+6.8% | $6,688-10.2% |
| Admin fee / account holder | $644 | $19,313-96.7% | $15,912-96.0% | $13,397-95.2% |