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 | $75,766 | $183,963-58.8% | $162,163-53.3% | $152,861-50.4% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.6%-7.6pp | 82.4%-2.4pp |
| Annual return | 16.08% | 150.76%-134.7pp | 115.59%-99.5pp | 345.32%-329.2pp |
| Employer contribution / active EE | $13,122 | $6,371+106.0% | $5,614+133.7% | $4,762+175.5% |
| Participant deferral / active EE | $7,400 | $8,034-7.9% | $7,298+1.4% | $5,850+26.5% |
| Admin fee / account holder | $550 | $13,121-95.8% | $10,843-94.9% | $11,596-95.3% |