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 | $73,946 | $114,381-35.4% | $107,525-31.2% | $142,382-48.1% |
| Participation rate | 95.7% | 78.1%+17.5pp | 75.1%+20.6pp | 80.1%+15.5pp |
| Annual return | 16.20% | 242.71%-226.5pp | 181.32%-165.1pp | 217.08%-200.9pp |
| Employer contribution / active EE | $3,190 | $4,015-20.5% | $3,754-15.0% | $4,299-25.8% |
| Participant deferral / active EE | $8,293 | $5,564+49.0% | $5,116+62.1% | $6,507+27.4% |
| Admin fee / account holder | $3,922 | $9,860-60.2% | $8,919-56.0% | $12,624-68.9% |