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 | $34,318 | $111,754-69.3% | $103,333-66.8% | $145,922-76.5% |
| Participation rate | 93.3% | 77.9%+15.4pp | 74.5%+18.8pp | 80.3%+13.1pp |
| Annual return | 17.11% | 24.77%-7.7pp | 24.88%-7.8pp | 561.29%-544.2pp |
| Employer contribution / active EE | $9,485 | $4,212+125.2% | $3,868+145.2% | $4,660+103.6% |
| Participant deferral / active EE | $5,717 | $5,619+1.7% | $5,057+13.0% | $6,688-14.5% |
| Admin fee / account holder | $28,787 | $9,750+195.2% | $8,355+244.6% | $13,397+114.9% |