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 | $53,137 | $148,534-64.2% | $135,903-60.9% | $139,434-61.9% |
| Participation rate | 94.4% | 83.9%+10.6pp | 81.9%+12.5pp | 80.3%+14.1pp |
| Annual return | 15.49% | 79.19%-63.7pp | 68.23%-52.7pp | 372.94%-357.4pp |
| Employer contribution / active EE | $9,553 | $5,243+82.2% | $4,856+96.7% | $4,751+101.1% |
| Participant deferral / active EE | $4,903 | $8,100-39.5% | $7,758-36.8% | $6,710-26.9% |
| Admin fee / account holder | $9,692 | $12,400-21.8% | $10,762-9.9% | $11,403-15.0% |