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 | $66,742 | $154,117-56.7% | $129,995-48.7% | $139,434-52.1% |
| Participation rate | 93.3% | 82.0%+11.4pp | 78.5%+14.8pp | 80.3%+13.0pp |
| Annual return | 12.32% | 32.48%-20.2pp | -137.18%+149.5pp | 372.94%-360.6pp |
| Employer contribution / active EE | $2,762 | $5,289-47.8% | $4,320-36.1% | $4,751-41.9% |
| Participant deferral / active EE | $6,496 | $6,710-3.2% | $5,820+11.6% | $6,710-3.2% |
| Admin fee / account holder | $19,479 | $14,007+39.1% | $10,614+83.5% | $11,403+70.8% |