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 | $31,902 | $106,515-70.0% | $96,683-67.0% | $139,434-77.1% |
| Participation rate | 92.9% | 77.8%+15.0pp | 74.3%+18.5pp | 80.3%+12.5pp |
| Annual return | 18.76% | 38.43%-19.7pp | 35.69%-16.9pp | 372.94%-354.2pp |
| Employer contribution / active EE | $17,383 | $4,103+323.7% | $3,737+365.2% | $4,751+265.9% |
| Participant deferral / active EE | $5,119 | $5,454-6.1% | $4,878+4.9% | $6,710-23.7% |
| Admin fee / account holder | $9,967 | $7,877+26.5% | $6,730+48.1% | $11,403-12.6% |