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 | $92,795 | $232,540-60.1% | $185,117-49.9% | $147,584-37.1% |
| Participation rate | 94.7% | 82.4%+12.4pp | 77.3%+17.5pp | 82.8%+11.9pp |
| Annual return | 13.82% | 43.03%-29.2pp | 40.50%-26.7pp | 578.55%-564.7pp |
| Employer contribution / active EE | $6,475 | $5,195+24.6% | $4,182+54.8% | $4,876+32.8% |
| Participant deferral / active EE | $0 | $5,834-100.0% | $5,045-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,941 | $10,275-81.1% | $8,159-76.2% | $10,885-82.2% |