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 | $97,176 | $111,754-13.0% | $103,333-6.0% | $145,922-33.4% |
| Participation rate | 85.0% | 77.9%+7.1pp | 74.5%+10.5pp | 80.3%+4.7pp |
| Annual return | 12.17% | 24.77%-12.6pp | 24.88%-12.7pp | 561.29%-549.1pp |
| Employer contribution / active EE | $19,380 | $4,212+360.1% | $3,868+401.1% | $4,660+315.9% |
| Participant deferral / active EE | $6,147 | $5,619+9.4% | $5,057+21.5% | $6,688-8.1% |
| Admin fee / account holder | $13,061 | $9,750+34.0% | $8,355+56.3% | $13,397-2.5% |