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 5-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 | $88,071 | $214,378-58.9% | $200,582-56.1% | $142,382-38.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 44.83% | 46.41%-1.6pp | 42.33%+2.5pp | 217.08%-172.2pp |
| Employer contribution / active EE | $9,679 | $6,841+41.5% | $6,419+50.8% | $4,299+125.1% |
| Participant deferral / active EE | $19,850 | $9,865+101.2% | $9,331+112.7% | $6,507+205.0% |
| Admin fee / account holder | $6,476 | $17,692-63.4% | $16,305-60.3% | $12,624-48.7% |