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 | $96,335 | $162,781-40.8% | $133,956-28.1% | $158,922-39.4% |
| Participation rate | 95.0% | 83.2%+11.8pp | 79.8%+15.2pp | 82.0%+13.0pp |
| Annual return | 7.36% | 41.94%-34.6pp | 45.09%-37.7pp | 302.83%-295.5pp |
| Employer contribution / active EE | $2,298 | $4,975-53.8% | $3,919-41.3% | $4,761-51.7% |
| Participant deferral / active EE | $6,724 | $5,911+13.8% | $5,048+33.2% | $5,982+12.4% |
| Admin fee / account holder | $22,826 | $11,736+94.5% | $8,927+155.7% | $11,246+103.0% |