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 | $73,948 | $154,228-52.1% | $145,433-49.2% | $137,256-46.1% |
| Participation rate | 91.7% | 83.8%+7.9pp | 82.1%+9.5pp | 80.0%+11.7pp |
| Annual return | 14.71% | 74.59%-59.9pp | 66.58%-51.9pp | 220.34%-205.6pp |
| Employer contribution / active EE | $2,083 | $4,804-56.6% | $4,554-54.3% | $4,156-49.9% |
| Participant deferral / active EE | $5,041 | $8,216-38.7% | $7,897-36.2% | $6,407-21.3% |
| Admin fee / account holder | $272,036 | $14,344+1796.6% | $13,129+1972.0% | $12,270+2117.1% |