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 | $89,792 | $175,202-48.7% | $149,673-40.0% | $139,434-35.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.91% | 166.71%-152.8pp | 134.42%-120.5pp | 372.94%-359.0pp |
| Employer contribution / active EE | $3,917 | $5,474-28.5% | $4,818-18.7% | $4,751-17.6% |
| Participant deferral / active EE | $6,093 | $6,519-6.5% | $5,680+7.3% | $6,710-9.2% |
| Admin fee / account holder | $23,027 | $16,150+42.6% | $13,210+74.3% | $11,403+102.0% |