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 | $81,693 | $135,952-39.9% | $123,892-34.1% | $273,961-70.2% |
| Participation rate | 95.5% | 84.1%+11.4pp | 81.4%+14.0pp | 83.0%+12.4pp |
| Annual return | 5.67% | 56.63%-51.0pp | 47.52%-41.8pp | 41.45%-35.8pp |
| Employer contribution / active EE | $8,101 | $5,170+56.7% | $4,617+75.5% | $4,869+66.4% |
| Participant deferral / active EE | $9,463 | $6,343+49.2% | $5,984+58.1% | $5,287+79.0% |
| Admin fee / account holder | $19,082 | $9,817+94.4% | $8,357+128.3% | $10,132+88.3% |