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 | $95,328 | $117,841-19.1% | $102,423-6.9% | $145,922-34.7% |
| Participation rate | 93.3% | 78.6%+14.7pp | 76.5%+16.8pp | 80.3%+13.1pp |
| Annual return | 9.50% | 31.65%-22.1pp | 29.32%-19.8pp | 561.29%-551.8pp |
| Employer contribution / active EE | $1,780 | $3,615-50.8% | $3,023-41.1% | $4,660-61.8% |
| Participant deferral / active EE | $2,752 | $5,731-52.0% | $5,053-45.5% | $6,688-58.8% |
| Admin fee / account holder | $81,677 | $13,326+512.9% | $9,451+764.2% | $13,397+509.7% |