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 | $87,415 | $71,050+23.0% | $93,606-6.6% | $80,856+8.1% |
| Participation rate | 97.4% | 60.4%+37.0pp | 68.7%+28.6pp | 67.6%+29.7pp |
| Annual return | 14.71% | 11.26%+3.5pp | 133.20%-118.5pp | 35.59%-20.9pp |
| Employer contribution / active EE | $1,255 | $1,564-19.7% | $2,420-48.1% | $2,755-54.4% |
| Participant deferral / active EE | $9,189 | $4,034+127.8% | $4,411+108.3% | $4,296+113.9% |
| Admin fee / account holder | $9,440 | $6,945+35.9% | $8,285+13.9% | $6,918+36.5% |