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 | $95,624 | $211,958-54.9% | $169,463-43.6% | $135,375-29.4% |
| Participation rate | 91.7% | 82.6%+9.0pp | 77.8%+13.9pp | 82.6%+9.0pp |
| Annual return | 9.55% | 3.26%+6.3pp | 1.83%+7.7pp | 519.73%-510.2pp |
| Employer contribution / active EE | $1,570 | $5,120-69.3% | $4,159-62.3% | $4,779-67.2% |
| Participant deferral / active EE | $5,708 | $6,075-6.0% | $5,277+8.2% | $5,609+1.8% |
| Admin fee / account holder | $30,664 | $11,471+167.3% | $9,109+236.6% | $10,827+183.2% |