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 | $83,969 | $124,281-32.4% | $109,143-23.1% | $167,490-49.9% |
| Participation rate | 92.9% | 79.4%+13.4pp | 75.9%+17.0pp | 82.1%+10.8pp |
| Annual return | 11.71% | 26.04%-14.3pp | 25.75%-14.0pp | 478.56%-466.8pp |
| Employer contribution / active EE | $1,219 | $4,207-71.0% | $3,722-67.2% | $4,837-74.8% |
| Participant deferral / active EE | $3,245 | $5,255-38.3% | $4,653-30.3% | $6,341-48.8% |
| Admin fee / account holder | $7,411 | $7,970-7.0% | $6,752+9.7% | $12,309-39.8% |