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 | $76,401 | $95,416-19.9% | $185,823-58.9% | $85,850-11.0% |
| Participation rate | 87.1% | 68.8%+18.3pp | 81.7%+5.4pp | 69.3%+17.8pp |
| Annual return | 13.37% | 23.59%-10.2pp | 122.05%-108.7pp | 318.53%-305.2pp |
| Employer contribution / active EE | $3,394 | $3,314+2.4% | $5,167-34.3% | $2,565+32.3% |
| Participant deferral / active EE | $4,086 | $3,423+19.3% | $5,568-26.6% | $3,952+3.4% |
| Admin fee / account holder | $1,369 | $7,213-81.0% | $16,237-91.6% | $6,260-78.1% |