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 | $79,128 | $111,814-29.2% | $103,374-23.5% | $145,959-45.8% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.5%+16.4pp | 80.3%+10.6pp |
| Annual return | 11.28% | 24.77%-13.5pp | 24.89%-13.6pp | 561.95%-550.7pp |
| Employer contribution / active EE | $1,844 | $4,214-56.2% | $3,869-52.3% | $4,661-60.4% |
| Participant deferral / active EE | $4,001 | $5,618-28.8% | $5,058-20.9% | $6,689-40.2% |
| Admin fee / account holder | $15,892 | $9,754+62.9% | $8,394+89.3% | $13,398+18.6% |