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 | $30,777 | $113,339-72.8% | $94,993-67.6% | $147,584-79.1% |
| Participation rate | 81.8% | 78.0%+3.8pp | 73.9%+7.9pp | 82.8%-1.0pp |
| Annual return | 32.10% | 20.77%+11.3pp | 27.12%+5.0pp | 578.55%-546.4pp |
| Employer contribution / active EE | $8,111 | $3,160+156.6% | $2,603+211.5% | $4,876+66.3% |
| Participant deferral / active EE | $6,130 | $3,777+62.3% | $3,317+84.8% | $5,439+12.7% |
| Admin fee / account holder | $409 | $6,063-93.3% | $4,960-91.8% | $10,885-96.2% |