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 | $81,053 | $95,193-14.9% | $76,523+5.9% | $135,375-40.1% |
| Participation rate | 90.9% | 74.4%+16.5pp | 68.0%+22.9pp | 82.6%+8.3pp |
| Annual return | 9.79% | 4.85%+4.9pp | -0.27%+10.1pp | 519.73%-509.9pp |
| Employer contribution / active EE | $1,453 | $3,302-56.0% | $2,647-45.1% | $4,779-69.6% |
| Participant deferral / active EE | $4,435 | $4,639-4.4% | $3,835+15.6% | $5,609-20.9% |
| Admin fee / account holder | $394 | $6,249-93.7% | $4,848-91.9% | $10,827-96.4% |