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 | $82,271 | $103,376-20.4% | $87,100-5.5% | $152,861-46.2% |
| Participation rate | 93.8% | 79.3%+14.4pp | 76.9%+16.9pp | 82.4%+11.3pp |
| Annual return | 19.40% | 28.10%-8.7pp | 28.19%-8.8pp | 345.32%-325.9pp |
| Employer contribution / active EE | $2,752 | $3,220-14.6% | $2,521+9.1% | $4,762-42.2% |
| Participant deferral / active EE | $3,987 | $4,778-16.6% | $4,049-1.5% | $5,850-31.8% |
| Admin fee / account holder | $26,459 | $12,205+116.8% | $7,497+252.9% | $11,596+128.2% |