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 | $80,207 | $127,100-36.9% | $105,738-24.1% | $135,375-40.8% |
| Participation rate | 95.7% | 82.7%+13.0pp | 76.3%+19.3pp | 82.6%+13.0pp |
| Annual return | 10.74% | 4.49%+6.2pp | 6.27%+4.5pp | 519.73%-509.0pp |
| Employer contribution / active EE | $3,861 | $4,107-6.0% | $3,268+18.1% | $4,779-19.2% |
| Participant deferral / active EE | $5,132 | $5,064+1.3% | $4,080+25.8% | $5,609-8.5% |
| Admin fee / account holder | $30,244 | $9,087+232.8% | $6,913+337.5% | $10,827+179.3% |