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 | $84,586 | $89,753-5.8% | $107,525-21.3% | $84,808-0.3% |
| Participation rate | 93.3% | 68.1%+25.3pp | 75.1%+18.3pp | 68.3%+25.0pp |
| Annual return | 18.54% | 29.48%-10.9pp | 181.32%-162.8pp | 40.90%-22.4pp |
| Employer contribution / active EE | $15,820 | $3,113+408.1% | $3,754+321.5% | $2,631+501.3% |
| Participant deferral / active EE | $6,655 | $4,056+64.1% | $5,116+30.1% | $4,212+58.0% |
| Admin fee / account holder | $6,078 | $7,222-15.8% | $8,919-31.8% | $7,344-17.2% |