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 | $82,728 | $142,405-41.9% | $115,157-28.2% | $152,861-45.9% |
| Participation rate | 93.3% | 82.4%+11.0pp | 75.9%+17.4pp | 82.4%+10.9pp |
| Annual return | 13.96% | 41.48%-27.5pp | 35.60%-21.6pp | 345.32%-331.4pp |
| Employer contribution / active EE | $0 | $4,010-100.0% | $3,179-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,984 | $5,164-22.9% | $4,168-4.4% | $5,850-31.9% |
| Admin fee / account holder | $10,016 | $8,462+18.4% | $7,088+41.3% | $11,596-13.6% |