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 | $88,655 | $98,240-9.8% | $82,313+7.7% | $147,584-39.9% |
| Participation rate | 95.5% | 79.7%+15.7pp | 76.9%+18.6pp | 82.8%+12.6pp |
| Annual return | 21.68% | 30.85%-9.2pp | 25.88%-4.2pp | 578.55%-556.9pp |
| Employer contribution / active EE | $2,165 | $3,192-32.2% | $2,428-10.8% | $4,876-55.6% |
| Participant deferral / active EE | $4,292 | $4,383-2.1% | $3,706+15.8% | $5,439-21.1% |
| Admin fee / account holder | $17,280 | $8,563+101.8% | $5,608+208.1% | $10,885+58.7% |