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 | $94,082 | $102,317-8.0% | $146,958-36.0% | $80,856+16.4% |
| Participation rate | 96.9% | 75.8%+21.0pp | 82.2%+14.7pp | 67.6%+29.2pp |
| Annual return | 12.70% | 134.76%-122.1pp | 418.34%-405.6pp | 35.59%-22.9pp |
| Employer contribution / active EE | $3,347 | $3,713-9.9% | $4,933-32.2% | $2,755+21.5% |
| Participant deferral / active EE | $9,382 | $6,644+41.2% | $8,070+16.3% | $4,296+118.4% |
| Admin fee / account holder | $11,176 | $7,941+40.7% | $12,998-14.0% | $6,918+61.5% |