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 | $112,062 | $162,781-31.2% | $133,956-16.3% | $158,922-29.5% |
| Participation rate | 95.2% | 83.2%+12.0pp | 79.8%+15.4pp | 82.0%+13.3pp |
| Annual return | 15.81% | 41.94%-26.1pp | 45.09%-29.3pp | 302.83%-287.0pp |
| Employer contribution / active EE | $3,588 | $4,975-27.9% | $3,919-8.4% | $4,761-24.6% |
| Participant deferral / active EE | $7,704 | $5,911+30.3% | $5,048+52.6% | $5,982+28.8% |
| Admin fee / account holder | $3,099 | $11,736-73.6% | $8,927-65.3% | $11,246-72.4% |