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 | $79,791 | $148,534-46.3% | $135,903-41.3% | $139,434-42.8% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 16.89% | 79.19%-62.3pp | 68.23%-51.3pp | 372.94%-356.1pp |
| Employer contribution / active EE | $2,411 | $5,243-54.0% | $4,856-50.3% | $4,751-49.2% |
| Participant deferral / active EE | $4,888 | $8,100-39.7% | $7,758-37.0% | $6,710-27.2% |
| Admin fee / account holder | $446 | $12,400-96.4% | $10,762-95.9% | $11,403-96.1% |