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 | $65,356 | $110,257-40.7% | $96,544-32.3% | $139,434-53.1% |
| Participation rate | 94.1% | 78.1%+16.0pp | 76.0%+18.2pp | 80.3%+13.8pp |
| Annual return | 9.63% | 26.32%-16.7pp | 25.84%-16.2pp | 372.94%-363.3pp |
| Employer contribution / active EE | $2,913 | $3,620-19.5% | $2,965-1.7% | $4,751-38.7% |
| Participant deferral / active EE | $3,907 | $5,548-29.6% | $4,851-19.5% | $6,710-41.8% |
| Admin fee / account holder | $16,376 | $11,591+41.3% | $8,252+98.4% | $11,403+43.6% |