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 | $96,799 | $177,572-45.5% | $154,803-37.5% | $142,382-32.0% |
| Participation rate | 94.4% | 82.1%+12.4pp | 78.1%+16.4pp | 80.1%+14.3pp |
| Annual return | 16.85% | 65.07%-48.2pp | 58.88%-42.0pp | 217.08%-200.2pp |
| Employer contribution / active EE | $19,510 | $4,810+305.6% | $4,305+353.2% | $4,299+353.8% |
| Participant deferral / active EE | $1,745 | $6,272-72.2% | $5,540-68.5% | $6,507-73.2% |
| Admin fee / account holder | $17,769 | $16,786+5.9% | $14,329+24.0% | $12,624+40.8% |