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 | $87,120 | $106,515-18.2% | $96,683-9.9% | $139,434-37.5% |
| Participation rate | 94.4% | 77.8%+16.6pp | 74.3%+20.1pp | 80.3%+14.1pp |
| Annual return | 11.89% | 38.43%-26.5pp | 35.69%-23.8pp | 372.94%-361.0pp |
| Employer contribution / active EE | $2,845 | $4,103-30.7% | $3,737-23.9% | $4,751-40.1% |
| Participant deferral / active EE | $4,027 | $5,454-26.2% | $4,878-17.4% | $6,710-40.0% |
| Admin fee / account holder | $19,595 | $7,877+148.8% | $6,730+191.2% | $11,403+71.8% |