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 | $75,532 | $106,515-29.1% | $96,683-21.9% | $139,434-45.8% |
| Participation rate | 90.5% | 77.8%+12.6pp | 74.3%+16.1pp | 80.3%+10.2pp |
| Annual return | 16.19% | 38.43%-22.2pp | 35.69%-19.5pp | 372.94%-356.7pp |
| Employer contribution / active EE | $3,758 | $4,103-8.4% | $3,737+0.6% | $4,751-20.9% |
| Participant deferral / active EE | $5,019 | $5,454-8.0% | $4,878+2.9% | $6,710-25.2% |
| Admin fee / account holder | $1,287 | $7,877-83.7% | $6,730-80.9% | $11,403-88.7% |