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 | $93,326 | $127,264-26.7% | $109,895-15.1% | $167,490-44.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 13.32% | 22.97%-9.7pp | 29.45%-16.1pp | 478.56%-465.2pp |
| Employer contribution / active EE | $32,321 | $3,322+872.8% | $2,842+1037.1% | $4,837+568.1% |
| Participant deferral / active EE | $14,625 | $4,514+224.0% | $4,048+261.3% | $6,341+130.6% |
| Admin fee / account holder | $13,098 | $7,114+84.1% | $6,066+115.9% | $12,309+6.4% |