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 | $116,954 | $154,117-24.1% | $129,995-10.0% | $139,434-16.1% |
| Participation rate | 95.5% | 82.0%+13.5pp | 78.5%+17.0pp | 80.3%+15.1pp |
| Annual return | 17.12% | 32.48%-15.4pp | -137.18%+154.3pp | 372.94%-355.8pp |
| Employer contribution / active EE | $3,969 | $5,289-25.0% | $4,320-8.1% | $4,751-16.5% |
| Participant deferral / active EE | $9,552 | $6,710+42.4% | $5,820+64.1% | $6,710+42.3% |
| Admin fee / account holder | $5,582 | $14,007-60.1% | $10,614-47.4% | $11,403-51.0% |