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 | $97,817 | $217,402-55.0% | $185,823-47.4% | $167,490-41.6% |
| Participation rate | 93.8% | 86.0%+7.7pp | 81.7%+12.0pp | 82.1%+11.6pp |
| Annual return | 14.33% | 148.36%-134.0pp | 122.05%-107.7pp | 478.56%-464.2pp |
| Employer contribution / active EE | $1,860 | $5,873-68.3% | $5,167-64.0% | $4,837-61.6% |
| Participant deferral / active EE | $6,702 | $6,356+5.4% | $5,568+20.4% | $6,341+5.7% |
| Admin fee / account holder | $43,023 | $19,811+117.2% | $16,237+165.0% | $12,309+249.5% |