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 | $81,802 | $110,257-25.8% | $96,544-15.3% | $139,434-41.3% |
| Participation rate | 91.7% | 78.1%+13.6pp | 76.0%+15.7pp | 80.3%+11.3pp |
| Annual return | 12.04% | 26.32%-14.3pp | 25.84%-13.8pp | 372.94%-360.9pp |
| Employer contribution / active EE | $1,711 | $3,620-52.7% | $2,965-42.3% | $4,751-64.0% |
| Participant deferral / active EE | $3,202 | $5,548-42.3% | $4,851-34.0% | $6,710-52.3% |
| Admin fee / account holder | $2,563 | $11,591-77.9% | $8,252-68.9% | $11,403-77.5% |