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 | $76,277 | $165,984-54.0% | $164,813-53.7% | $145,922-47.7% |
| Participation rate | 92.9% | 82.0%+10.9pp | 78.6%+14.3pp | 80.3%+12.6pp |
| Annual return | 12.94% | 100.03%-87.1pp | 69.93%-57.0pp | 561.29%-548.3pp |
| Employer contribution / active EE | $2,382 | $5,273-54.8% | $4,341-45.1% | $4,660-48.9% |
| Participant deferral / active EE | $3,409 | $6,959-51.0% | $6,031-43.5% | $6,688-49.0% |
| Admin fee / account holder | $2,975 | $16,648-82.1% | $12,690-76.6% | $13,397-77.8% |