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 | $80,838 | $111,301-27.4% | $112,977-28.4% | $158,922-49.1% |
| Participation rate | 91.7% | 83.5%+8.2pp | 82.6%+9.1pp | 82.0%+9.7pp |
| Annual return | 15.03% | 26.40%-11.4pp | 24.24%-9.2pp | 302.83%-287.8pp |
| Employer contribution / active EE | $6,957 | $4,471+55.6% | $4,255+63.5% | $4,761+46.1% |
| Participant deferral / active EE | $15,793 | $5,880+168.6% | $5,836+170.6% | $5,982+164.0% |
| Admin fee / account holder | $11,962 | $8,392+42.5% | $6,294+90.1% | $11,246+6.4% |