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 7-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 | $74,418 | $176,056-57.7% | $159,436-53.3% | $167,490-55.6% |
| Participation rate | 93.3% | 84.9%+8.4pp | 82.8%+10.5pp | 82.1%+11.2pp |
| Annual return | 13.24% | 331.75%-318.5pp | 263.57%-250.3pp | 478.56%-465.3pp |
| Employer contribution / active EE | $3,420 | $5,297-35.4% | $4,829-29.2% | $4,837-29.3% |
| Participant deferral / active EE | $7,796 | $7,750+0.6% | $7,352+6.0% | $6,341+22.9% |
| Admin fee / account holder | $15,450 | $12,554+23.1% | $10,799+43.1% | $12,309+25.5% |