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 | $97,151 | $103,376-6.0% | $87,100+11.5% | $152,861-36.4% |
| Participation rate | 90.0% | 79.3%+10.7pp | 76.9%+13.1pp | 82.4%+7.6pp |
| Annual return | 20.50% | 28.10%-7.6pp | 28.19%-7.7pp | 345.32%-324.8pp |
| Employer contribution / active EE | $13,635 | $3,220+323.4% | $2,521+440.8% | $4,762+186.3% |
| Participant deferral / active EE | $5,504 | $4,778+15.2% | $4,049+35.9% | $5,850-5.9% |
| Admin fee / account holder | $61,320 | $12,205+402.4% | $7,497+718.0% | $11,596+428.8% |