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 | $94,031-23.6% | $115,768-37.9% | $82,448-12.8% |
| Participation rate | 98.6% | 70.4%+28.2pp | 74.4%+24.2pp | 68.1%+30.5pp |
| Annual return | 22.28% | 20.61%+1.7pp | 100.46%-78.2pp | 41.64%-19.4pp |
| Employer contribution / active EE | $8,282 | $2,323+256.5% | $2,940+181.7% | $2,551+224.7% |
| Participant deferral / active EE | $19,264 | $3,972+385.0% | $4,917+291.8% | $4,139+365.4% |
| Admin fee / account holder | $11,766 | $10,249+14.8% | $12,439-5.4% | $7,234+62.6% |