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 | $101,942 | $113,339-10.1% | $94,993+7.3% | $147,584-30.9% |
| Participation rate | 85.7% | 78.0%+7.7pp | 73.9%+11.8pp | 82.8%+2.9pp |
| Annual return | 12.12% | 20.77%-8.6pp | 27.12%-15.0pp | 578.55%-566.4pp |
| Employer contribution / active EE | $1,103 | $3,160-65.1% | $2,603-57.6% | $4,876-77.4% |
| Participant deferral / active EE | $3,074 | $3,777-18.6% | $3,317-7.3% | $5,439-43.5% |
| Admin fee / account holder | $35,913 | $6,063+492.4% | $4,960+624.0% | $10,885+229.9% |