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 | $88,736 | $111,754-20.6% | $103,333-14.1% | $145,922-39.2% |
| Participation rate | 91.7% | 77.9%+13.7pp | 74.5%+17.2pp | 80.3%+11.4pp |
| Annual return | 13.08% | 24.77%-11.7pp | 24.88%-11.8pp | 561.29%-548.2pp |
| Employer contribution / active EE | $3,357 | $4,212-20.3% | $3,868-13.2% | $4,660-28.0% |
| Participant deferral / active EE | $8,401 | $5,619+49.5% | $5,057+66.1% | $6,688+25.6% |
| Admin fee / account holder | $6,003 | $9,750-38.4% | $8,355-28.1% | $13,397-55.2% |