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 | $71,873 | $94,625-24.0% | $116,228-38.2% | $84,808-15.3% |
| Participation rate | 98.6% | 70.4%+28.1pp | 74.6%+24.0pp | 68.3%+30.3pp |
| Annual return | 22.28% | 20.40%+1.9pp | 90.06%-67.8pp | 40.90%-18.6pp |
| Employer contribution / active EE | $8,282 | $2,347+252.9% | $2,994+176.6% | $2,631+214.8% |
| Participant deferral / active EE | $19,264 | $3,972+385.0% | $4,953+288.9% | $4,212+357.4% |
| Admin fee / account holder | $11,766 | $10,091+16.6% | $11,989-1.9% | $7,344+60.2% |