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 | $81,419 | $148,534-45.2% | $135,903-40.1% | $139,434-41.6% |
| Participation rate | 93.3% | 83.9%+9.5pp | 81.9%+11.4pp | 80.3%+13.0pp |
| Annual return | 15.79% | 79.19%-63.4pp | 68.23%-52.4pp | 372.94%-357.2pp |
| Employer contribution / active EE | $2,528 | $5,243-51.8% | $4,856-47.9% | $4,751-46.8% |
| Participant deferral / active EE | $6,369 | $8,100-21.4% | $7,758-17.9% | $6,710-5.1% |
| Admin fee / account holder | $5,880 | $12,400-52.6% | $10,762-45.4% | $11,403-48.4% |