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 | $92,770 | $127,264-27.1% | $109,895-15.6% | $167,490-44.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 23.83% | 22.97%+0.9pp | 29.45%-5.6pp | 478.56%-454.7pp |
| Employer contribution / active EE | $798 | $3,322-76.0% | $2,842-71.9% | $4,837-83.5% |
| Participant deferral / active EE | $5,850 | $4,514+29.6% | $4,048+44.5% | $6,341-7.7% |
| Admin fee / account holder | $765 | $7,114-89.2% | $6,066-87.4% | $12,309-93.8% |