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 | $71,907 | $165,984-56.7% | $164,813-56.4% | $145,922-50.7% |
| Participation rate | 93.8% | 82.0%+11.7pp | 78.6%+15.1pp | 80.3%+13.5pp |
| Annual return | 14.46% | 100.03%-85.6pp | 69.93%-55.5pp | 561.29%-546.8pp |
| Employer contribution / active EE | $3,990 | $5,273-24.3% | $4,341-8.1% | $4,660-14.4% |
| Participant deferral / active EE | $7,964 | $6,959+14.4% | $6,031+32.0% | $6,688+19.1% |
| Admin fee / account holder | $36,908 | $16,648+121.7% | $12,690+190.8% | $13,397+175.5% |