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 | $92,762 | $166,020-44.1% | $164,866-43.7% | $145,959-36.4% |
| Participation rate | 82.4% | 82.0%+0.4pp | 78.6%+3.7pp | 80.3%+2.1pp |
| Annual return | 14.72% | 100.08%-85.4pp | 69.97%-55.3pp | 561.95%-547.2pp |
| Employer contribution / active EE | $6,996 | $5,275+32.6% | $4,343+61.1% | $4,661+50.1% |
| Participant deferral / active EE | $16,232 | $6,961+133.2% | $6,033+169.1% | $6,689+142.7% |
| Admin fee / account holder | $13,584 | $16,644-18.4% | $12,689+7.0% | $13,398+1.4% |