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 | $74,435 | $111,754-33.4% | $103,333-28.0% | $145,922-49.0% |
| Participation rate | 89.5% | 77.9%+11.5pp | 74.5%+15.0pp | 80.3%+9.2pp |
| Annual return | 20.28% | 24.77%-4.5pp | 24.88%-4.6pp | 561.29%-541.0pp |
| Employer contribution / active EE | $3,417 | $4,212-18.9% | $3,868-11.7% | $4,660-26.7% |
| Participant deferral / active EE | $5,931 | $5,619+5.6% | $5,057+17.3% | $6,688-11.3% |
| Admin fee / account holder | $522 | $9,750-94.6% | $8,355-93.8% | $13,397-96.1% |