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 | $71,354 | $114,237-37.5% | $119,258-40.2% | $167,490-57.4% |
| Participation rate | 92.3% | 83.7%+8.6pp | 82.7%+9.6pp | 82.1%+10.2pp |
| Annual return | 11.25% | 29.87%-18.6pp | 30.69%-19.4pp | 478.56%-467.3pp |
| Employer contribution / active EE | $3,749 | $4,481-16.3% | $4,384-14.5% | $4,837-22.5% |
| Participant deferral / active EE | $8,426 | $6,084+38.5% | $6,111+37.9% | $6,341+32.9% |
| Admin fee / account holder | $25,517 | $8,932+185.7% | $7,226+253.1% | $12,309+107.3% |