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 | $96,078 | $102,317-6.1% | $146,958-34.6% | $80,856+18.8% |
| Participation rate | 95.3% | 75.8%+19.5pp | 82.2%+13.2pp | 67.6%+27.7pp |
| Annual return | 11.89% | 134.76%-122.9pp | 418.34%-406.5pp | 35.59%-23.7pp |
| Employer contribution / active EE | $3,382 | $3,713-8.9% | $4,933-31.4% | $2,755+22.8% |
| Participant deferral / active EE | $6,274 | $6,644-5.6% | $8,070-22.3% | $4,296+46.1% |
| Admin fee / account holder | $17,427 | $7,941+119.4% | $12,998+34.1% | $6,918+151.9% |