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 | $85,298 | $106,515-19.9% | $96,683-11.8% | $139,434-38.8% |
| Participation rate | 87.5% | 77.8%+9.7pp | 74.3%+13.2pp | 80.3%+7.2pp |
| Annual return | 15.32% | 38.43%-23.1pp | 35.69%-20.4pp | 372.94%-357.6pp |
| Employer contribution / active EE | $2,674 | $4,103-34.8% | $3,737-28.4% | $4,751-43.7% |
| Participant deferral / active EE | $5,746 | $5,454+5.3% | $4,878+17.8% | $6,710-14.4% |
| Admin fee / account holder | $14,941 | $7,877+89.7% | $6,730+122.0% | $11,403+31.0% |