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 | $84,514 | $97,744-13.5% | $103,476-18.3% | $145,922-42.1% |
| Participation rate | 93.8% | 81.1%+12.7pp | 80.5%+13.2pp | 80.3%+13.5pp |
| Annual return | 13.90% | 25.41%-11.5pp | 23.90%-10.0pp | 561.29%-547.4pp |
| Employer contribution / active EE | $3,024 | $4,677-35.3% | $4,672-35.3% | $4,660-35.1% |
| Participant deferral / active EE | $4,896 | $6,603-25.9% | $6,623-26.1% | $6,688-26.8% |
| Admin fee / account holder | $16,805 | $12,515+34.3% | $9,413+78.5% | $13,397+25.4% |