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 | $83,339 | $118,450-29.6% | $98,439-15.3% | $139,434-40.2% |
| Participation rate | 92.3% | 77.4%+14.9pp | 75.2%+17.1pp | 80.3%+12.0pp |
| Annual return | 11.41% | 18.94%-7.5pp | 21.16%-9.7pp | 372.94%-361.5pp |
| Employer contribution / active EE | $2,230 | $3,609-38.2% | $3,048-26.8% | $4,751-53.1% |
| Participant deferral / active EE | $1,975 | $5,392-63.4% | $4,738-58.3% | $6,710-70.6% |
| Admin fee / account holder | $14,496 | $14,026+3.3% | $8,948+62.0% | $11,403+27.1% |