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 | $97,781 | $80,717+21.1% | $154,803-36.8% | $84,808+15.3% |
| Participation rate | 97.4% | 66.8%+30.6pp | 78.1%+19.4pp | 68.3%+29.1pp |
| Annual return | 19.25% | 37.96%-18.7pp | 58.88%-39.6pp | 40.90%-21.6pp |
| Employer contribution / active EE | $8,445 | $2,761+205.8% | $4,305+96.1% | $2,631+221.0% |
| Participant deferral / active EE | $6,823 | $3,303+106.6% | $5,540+23.1% | $4,212+62.0% |
| Admin fee / account holder | $3,142 | $6,746-53.4% | $14,329-78.1% | $7,344-57.2% |