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 | $53,114 | $210,343-74.7% | $153,432-65.4% | $145,959-63.6% |
| Participation rate | 93.3% | 82.1%+11.2pp | 77.1%+16.3pp | 80.3%+13.0pp |
| Annual return | 9.03% | 13.38%-4.3pp | 15.66%-6.6pp | 561.95%-552.9pp |
| Employer contribution / active EE | $3,622 | $6,047-40.1% | $5,038-28.1% | $4,661-22.3% |
| Participant deferral / active EE | $3,608 | $7,977-54.8% | $6,757-46.6% | $6,689-46.1% |
| Admin fee / account holder | $8,707 | $19,424-55.2% | $12,725-31.6% | $13,398-35.0% |