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 | $112,048 | $127,065-11.8% | $113,168-1.0% | $142,382-21.3% |
| Participation rate | 85.0% | 79.2%+5.8pp | 76.6%+8.4pp | 80.1%+4.9pp |
| Annual return | 15.39% | 24.03%-8.6pp | 24.27%-8.9pp | 217.08%-201.7pp |
| Employer contribution / active EE | $1,456 | $3,442-57.7% | $2,975-51.1% | $4,299-66.1% |
| Participant deferral / active EE | $5,278 | $5,716-7.7% | $5,107+3.4% | $6,507-18.9% |
| Admin fee / account holder | $99,679 | $15,736+533.4% | $12,068+726.0% | $12,624+689.6% |