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 | $62,448 | $177,572-64.8% | $154,803-59.7% | $142,382-56.1% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.1%+11.9pp | 80.1%+9.9pp |
| Annual return | 15.46% | 65.07%-49.6pp | 58.88%-43.4pp | 217.08%-201.6pp |
| Employer contribution / active EE | $11,305 | $4,810+135.0% | $4,305+162.6% | $4,299+163.0% |
| Participant deferral / active EE | $8,155 | $6,272+30.0% | $5,540+47.2% | $6,507+25.3% |
| Admin fee / account holder | $4,899 | $16,786-70.8% | $14,329-65.8% | $12,624-61.2% |