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 | $80,106 | $107,452-25.4% | $91,541-12.5% | $142,382-43.7% |
| Participation rate | 84.6% | 75.1%+9.5pp | 69.8%+14.8pp | 80.1%+4.5pp |
| Annual return | 15.63% | 22.06%-6.4pp | 20.50%-4.9pp | 217.08%-201.4pp |
| Employer contribution / active EE | $4,770 | $2,994+59.3% | $2,505+90.4% | $4,299+10.9% |
| Participant deferral / active EE | $2,225 | $4,754-53.2% | $4,008-44.5% | $6,507-65.8% |
| Admin fee / account holder | $7,500 | $8,834-15.1% | $6,956+7.8% | $12,624-40.6% |