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 | $115,770-28.5% | $101,248-18.3% | $158,922-47.9% |
| Participation rate | 90.5% | 79.4%+11.1pp | 75.8%+14.7pp | 82.0%+8.5pp |
| Annual return | 15.38% | 56.14%-40.8pp | 46.47%-31.1pp | 302.83%-287.4pp |
| Employer contribution / active EE | $960 | $4,175-77.0% | $3,660-73.8% | $4,761-79.8% |
| Participant deferral / active EE | $4,247 | $4,957-14.3% | $4,370-2.8% | $5,982-29.0% |
| Admin fee / account holder | $7,811 | $7,245+7.8% | $5,945+31.4% | $11,246-30.5% |