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 | $94,765 | $154,117-38.5% | $129,995-27.1% | $139,434-32.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 11.85% | 32.48%-20.6pp | -137.18%+149.0pp | 372.94%-361.1pp |
| Employer contribution / active EE | $2,285 | $5,289-56.8% | $4,320-47.1% | $4,751-51.9% |
| Participant deferral / active EE | $7,487 | $6,710+11.6% | $5,820+28.6% | $6,710+11.6% |
| Admin fee / account holder | $24,038 | $14,007+71.6% | $10,614+126.5% | $11,403+110.8% |