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 | $83,380 | $183,519-54.6% | $155,509-46.4% | $145,922-42.9% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 16.81% | 61.17%-44.4pp | 64.67%-47.9pp | 561.29%-544.5pp |
| Employer contribution / active EE | $9,336 | $5,313+75.7% | $4,672+99.8% | $4,660+100.4% |
| Participant deferral / active EE | $4,462 | $6,462-31.0% | $5,626-20.7% | $6,688-33.3% |
| Admin fee / account holder | $15,585 | $19,313-19.3% | $15,912-2.1% | $13,397+16.3% |