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 | $87,116 | $148,534-41.3% | $135,903-35.9% | $139,434-37.5% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 13.94% | 79.19%-65.2pp | 68.23%-54.3pp | 372.94%-359.0pp |
| Employer contribution / active EE | $1,937 | $5,243-63.1% | $4,856-60.1% | $4,751-59.2% |
| Participant deferral / active EE | $4,911 | $8,100-39.4% | $7,758-36.7% | $6,710-26.8% |
| Admin fee / account holder | $58,467 | $12,400+371.5% | $10,762+443.3% | $11,403+412.8% |