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 | $93,600 | $149,679-37.5% | $117,039-20.0% | $147,584-36.6% |
| Participation rate | 88.9% | 83.5%+5.4pp | 77.2%+11.7pp | 82.8%+6.1pp |
| Annual return | 13.08% | 19.31%-6.2pp | 18.95%-5.9pp | 578.55%-565.5pp |
| Employer contribution / active EE | $10,060 | $4,937+103.8% | $3,785+165.8% | $4,876+106.3% |
| Participant deferral / active EE | $5,719 | $4,912+16.4% | $3,929+45.6% | $5,439+5.2% |
| Admin fee / account holder | $683 | $7,856-91.3% | $5,974-88.6% | $10,885-93.7% |