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 | $96,727 | $127,264-24.0% | $109,895-12.0% | $167,490-42.2% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.2%+15.8pp | 82.1%+7.9pp |
| Annual return | 12.74% | 22.97%-10.2pp | 29.45%-16.7pp | 478.56%-465.8pp |
| Employer contribution / active EE | $11,780 | $3,322+254.6% | $2,842+314.4% | $4,837+143.5% |
| Participant deferral / active EE | $7,254 | $4,514+60.7% | $4,048+79.2% | $6,341+14.4% |
| Admin fee / account holder | $1,645 | $7,114-76.9% | $6,066-72.9% | $12,309-86.6% |