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 | $101,957 | $185,822-45.1% | $169,993-40.0% | $139,434-26.9% |
| Participation rate | 95.8% | 87.8%+8.1pp | 87.0%+8.8pp | 80.3%+15.5pp |
| Annual return | 21.02% | 60.50%-39.5pp | 53.37%-32.3pp | 372.94%-351.9pp |
| Employer contribution / active EE | $2,290 | $7,590-69.8% | $6,785-66.3% | $4,751-51.8% |
| Participant deferral / active EE | $7,376 | $11,622-36.5% | $10,408-29.1% | $6,710+9.9% |
| Admin fee / account holder | $35,270 | $15,381+129.3% | $12,815+175.2% | $11,403+209.3% |