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 | $90,116 | $65,365+37.9% | $92,893-3.0% | $72,985+23.5% |
| Participation rate | 95.1% | 68.3%+26.8pp | 76.0%+19.1pp | 69.5%+25.6pp |
| Annual return | 17.15% | 42.10%-25.0pp | 109.41%-92.3pp | 81.00%-63.9pp |
| Employer contribution / active EE | $19,620 | $2,594+656.3% | $3,653+437.1% | $2,440+704.1% |
| Participant deferral / active EE | $2,432 | $3,128-22.3% | $4,236-42.6% | $3,607-32.6% |
| Admin fee / account holder | $21,160 | $4,251+397.7% | $5,794+265.2% | $5,124+312.9% |