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 | $80,522 | $105,859-23.9% | $90,160-10.7% | $147,584-45.4% |
| Participation rate | 75.0% | 79.7%-4.7pp | 76.9%-1.9pp | 82.8%-7.8pp |
| Annual return | 18.03% | 37.63%-19.6pp | 34.88%-16.9pp | 578.55%-560.5pp |
| Employer contribution / active EE | $3,630 | $4,126-12.0% | $3,318+9.4% | $4,876-25.6% |
| Participant deferral / active EE | $5,053 | $5,733-11.9% | $5,288-4.4% | $5,439-7.1% |
| Admin fee / account holder | $434 | $8,046-94.6% | $5,943-92.7% | $10,885-96.0% |