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 | $74,971 | $124,281-39.7% | $109,143-31.3% | $167,490-55.2% |
| Participation rate | 90.0% | 79.4%+10.6pp | 75.9%+14.1pp | 82.1%+7.9pp |
| Annual return | 15.22% | 26.04%-10.8pp | 25.75%-10.5pp | 478.56%-463.3pp |
| Employer contribution / active EE | $2,923 | $4,207-30.5% | $3,722-21.5% | $4,837-39.6% |
| Participant deferral / active EE | $9,352 | $5,255+78.0% | $4,653+101.0% | $6,341+47.5% |
| Admin fee / account holder | $8,198 | $7,970+2.9% | $6,752+21.4% | $12,309-33.4% |