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 | $77,376 | $154,117-49.8% | $129,995-40.5% | $139,434-44.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 33.53% | 32.48%+1.1pp | -137.18%+170.7pp | 372.94%-339.4pp |
| Employer contribution / active EE | $8,375 | $5,289+58.3% | $4,320+93.9% | $4,751+76.3% |
| Participant deferral / active EE | $4,895 | $6,710-27.0% | $5,820-15.9% | $6,710-27.0% |
| Admin fee / account holder | $3,517 | $14,007-74.9% | $10,614-66.9% | $11,403-69.2% |