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 | $98,567 | $110,261-10.6% | $95,745+2.9% | $139,434-29.3% |
| Participation rate | 92.9% | 75.8%+17.1pp | 72.3%+20.6pp | 80.3%+12.5pp |
| Annual return | 22.29% | 27.11%-4.8pp | 28.35%-6.1pp | 372.94%-350.7pp |
| Employer contribution / active EE | $12,541 | $3,257+285.0% | $2,835+342.4% | $4,751+164.0% |
| Participant deferral / active EE | $7,709 | $4,676+64.9% | $4,245+81.6% | $6,710+14.9% |
| Admin fee / account holder | $407 | $6,613-93.8% | $5,678-92.8% | $11,403-96.4% |