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 | $103,110 | $232,540-55.7% | $185,117-44.3% | $147,584-30.1% |
| Participation rate | 87.5% | 82.4%+5.1pp | 77.3%+10.2pp | 82.8%+4.7pp |
| Annual return | 17.92% | 43.03%-25.1pp | 40.50%-22.6pp | 578.55%-560.6pp |
| Employer contribution / active EE | $2,605 | $5,195-49.9% | $4,182-37.7% | $4,876-46.6% |
| Participant deferral / active EE | $6,389 | $5,834+9.5% | $5,045+26.6% | $5,439+17.5% |
| Admin fee / account holder | $1,065 | $10,275-89.6% | $8,159-86.9% | $10,885-90.2% |