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 | $86,590 | $104,251-16.9% | $91,001-4.8% | $147,584-41.3% |
| Participation rate | 86.7% | 78.2%+8.4pp | 75.6%+11.1pp | 82.8%+3.8pp |
| Annual return | 13.84% | 27.06%-13.2pp | 4.60%+9.2pp | 578.55%-564.7pp |
| Employer contribution / active EE | $1,318 | $3,116-57.7% | $2,456-46.3% | $4,876-73.0% |
| Participant deferral / active EE | $5,516 | $4,195+31.5% | $3,547+55.5% | $5,439+1.4% |
| Admin fee / account holder | $2,482 | $8,948-72.3% | $5,417-54.2% | $10,885-77.2% |