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 | $63,374 | $116,175-45.4% | $93,606-32.3% | $152,861-58.5% |
| Participation rate | 94.1% | 78.0%+16.1pp | 75.8%+18.3pp | 82.4%+11.7pp |
| Annual return | 21.28% | 35.96%-14.7pp | 32.76%-11.5pp | 345.32%-324.0pp |
| Employer contribution / active EE | $8,315 | $3,218+158.4% | $2,718+205.9% | $4,762+74.6% |
| Participant deferral / active EE | $17,009 | $4,603+269.5% | $4,069+318.1% | $5,850+190.8% |
| Admin fee / account holder | $27,309 | $10,748+154.1% | $7,888+246.2% | $11,596+135.5% |