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 | $108,084 | $155,788-30.6% | $124,672-13.3% | $167,490-35.5% |
| Participation rate | 92.3% | 81.1%+11.2pp | 74.6%+17.7pp | 82.1%+10.2pp |
| Annual return | 12.68% | 17.97%-5.3pp | 5142.93%-5130.2pp | 478.56%-465.9pp |
| Employer contribution / active EE | $10,795 | $4,163+159.3% | $3,324+224.8% | $4,837+123.2% |
| Participant deferral / active EE | $2,546 | $5,673-55.1% | $4,614-44.8% | $6,341-59.8% |
| Admin fee / account holder | $2,218 | $9,531-76.7% | $7,493-70.4% | $12,309-82.0% |