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 | $91,039 | $165,912-45.1% | $122,332-25.6% | $147,584-38.3% |
| Participation rate | 91.7% | 79.6%+12.1pp | 71.6%+20.0pp | 82.8%+8.8pp |
| Annual return | 12.61% | 34.55%-21.9pp | 30.27%-17.7pp | 578.55%-565.9pp |
| Employer contribution / active EE | $1,363 | $5,754-76.3% | $4,050-66.4% | $4,876-72.1% |
| Participant deferral / active EE | $5,623 | $4,005+40.4% | $3,287+71.1% | $5,439+3.4% |
| Admin fee / account holder | $12,803 | $7,424+72.5% | $5,478+133.7% | $10,885+17.6% |