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 | $86,639 | $111,754-22.5% | $103,333-16.2% | $145,922-40.6% |
| Participation rate | 95.2% | 77.9%+17.3pp | 74.5%+20.7pp | 80.3%+15.0pp |
| Annual return | 13.54% | 24.77%-11.2pp | 24.88%-11.3pp | 561.29%-547.7pp |
| Employer contribution / active EE | $1,787 | $4,212-57.6% | $3,868-53.8% | $4,660-61.7% |
| Participant deferral / active EE | $5,323 | $5,619-5.3% | $5,057+5.3% | $6,688-20.4% |
| Admin fee / account holder | $26,115 | $9,750+167.8% | $8,355+212.6% | $13,397+94.9% |