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 | $74,922 | $104,251-28.1% | $91,001-17.7% | $147,584-49.2% |
| Participation rate | 93.3% | 78.2%+15.1pp | 75.6%+17.7pp | 82.8%+10.5pp |
| Annual return | 15.08% | 27.06%-12.0pp | 4.60%+10.5pp | 578.55%-563.5pp |
| Employer contribution / active EE | $2,334 | $3,116-25.1% | $2,456-5.0% | $4,876-52.1% |
| Participant deferral / active EE | $1,739 | $4,195-58.5% | $3,547-51.0% | $5,439-68.0% |
| Admin fee / account holder | $5,161 | $8,948-42.3% | $5,417-4.7% | $10,885-52.6% |