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 | $31,960 | $104,251-69.3% | $91,001-64.9% | $147,584-78.3% |
| Participation rate | 85.7% | 78.2%+7.5pp | 75.6%+10.1pp | 82.8%+2.9pp |
| Annual return | 24.83% | 27.06%-2.2pp | 4.60%+20.2pp | 578.55%-553.7pp |
| Employer contribution / active EE | $8,804 | $3,116+182.6% | $2,456+258.5% | $4,876+80.5% |
| Participant deferral / active EE | $4,258 | $4,195+1.5% | $3,547+20.0% | $5,439-21.7% |
| Admin fee / account holder | $352 | $8,948-96.1% | $5,417-93.5% | $10,885-96.8% |