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 | $88,011 | $51,576+70.6% | $129,207-31.9% | $80,856+8.8% |
| Participation rate | 96.1% | 57.0%+39.1pp | 69.6%+26.5pp | 67.6%+28.5pp |
| Annual return | 12.42% | 20.81%-8.4pp | 9417.33%-9404.9pp | 35.59%-23.2pp |
| Employer contribution / active EE | $2,732 | $1,584+72.5% | $4,153-34.2% | $2,755-0.8% |
| Participant deferral / active EE | $8,101 | $2,669+203.5% | $4,168+94.4% | $4,296+88.6% |
| Admin fee / account holder | $2,043 | $4,305-52.5% | $7,715-73.5% | $6,918-70.5% |