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 | $90,068 | $111,754-19.4% | $103,333-12.8% | $145,922-38.3% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 14.05% | 24.77%-10.7pp | 24.88%-10.8pp | 561.29%-547.2pp |
| Employer contribution / active EE | $4,745 | $4,212+12.6% | $3,868+22.7% | $4,660+1.8% |
| Participant deferral / active EE | $12,139 | $5,619+116.1% | $5,057+140.0% | $6,688+81.5% |
| Admin fee / account holder | $28,593 | $9,750+193.3% | $8,355+242.2% | $13,397+113.4% |