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 | $89,033 | $159,602-44.2% | $150,045-40.7% | $142,382-37.5% |
| Participation rate | 95.0% | 84.0%+11.0pp | 82.3%+12.7pp | 80.1%+14.9pp |
| Annual return | 18.76% | 70.24%-51.5pp | 62.55%-43.8pp | 217.08%-198.3pp |
| Employer contribution / active EE | $8,757 | $4,961+76.5% | $4,693+86.6% | $4,299+103.7% |
| Participant deferral / active EE | $15,767 | $8,310+89.7% | $7,997+97.2% | $6,507+142.3% |
| Admin fee / account holder | $5,217 | $14,846-64.9% | $13,435-61.2% | $12,624-58.7% |