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 | $93,866 | $232,540-59.6% | $185,117-49.3% | $147,584-36.4% |
| Participation rate | 87.5% | 82.4%+5.1pp | 77.3%+10.2pp | 82.8%+4.7pp |
| Annual return | 13.30% | 43.03%-29.7pp | 40.50%-27.2pp | 578.55%-565.2pp |
| Employer contribution / active EE | $1,625 | $5,195-68.7% | $4,182-61.1% | $4,876-66.7% |
| Participant deferral / active EE | $3,526 | $5,834-39.6% | $5,045-30.1% | $5,439-35.2% |
| Admin fee / account holder | $8,177 | $10,275-20.4% | $8,159+0.2% | $10,885-24.9% |