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 | $90,668 | $95,803-5.4% | $113,168-19.9% | $84,808+6.9% |
| Participation rate | 97.8% | 72.9%+24.9pp | 76.6%+21.2pp | 68.3%+29.5pp |
| Annual return | 15.11% | 25.00%-9.9pp | 24.27%-9.2pp | 40.90%-25.8pp |
| Employer contribution / active EE | $9,636 | $2,360+308.3% | $2,975+223.9% | $2,631+266.3% |
| Participant deferral / active EE | $7,584 | $4,242+78.8% | $5,107+48.5% | $4,212+80.1% |
| Admin fee / account holder | $31,776 | $8,989+253.5% | $12,068+163.3% | $7,344+332.7% |