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 | $70,893 | $106,515-33.4% | $96,683-26.7% | $139,434-49.2% |
| Participation rate | 91.7% | 77.8%+13.8pp | 74.3%+17.3pp | 80.3%+11.3pp |
| Annual return | 20.23% | 38.43%-18.2pp | 35.69%-15.5pp | 372.94%-352.7pp |
| Employer contribution / active EE | $2,928 | $4,103-28.6% | $3,737-21.6% | $4,751-38.4% |
| Participant deferral / active EE | $6,797 | $5,454+24.6% | $4,878+39.3% | $6,710+1.3% |
| Admin fee / account holder | $3,203 | $7,877-59.3% | $6,730-52.4% | $11,403-71.9% |