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 | $97,191 | $62,127+56.4% | $81,382+19.4% | $74,495+30.5% |
| Participation rate | 99.2% | 64.0%+35.2pp | 69.5%+29.7pp | 67.2%+32.0pp |
| Annual return | 17.27% | 16.48%+0.8pp | 24.73%-7.5pp | 1364.94%-1347.7pp |
| Employer contribution / active EE | $1,519 | $1,882-19.3% | $2,463-38.3% | $2,623-42.1% |
| Participant deferral / active EE | $6,961 | $3,229+115.6% | $3,883+79.3% | $4,346+60.2% |
| Admin fee / account holder | $1,922 | $1,934-0.7% | $5,768-66.7% | $1,942-1.0% |