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 | $73,248 | $113,339-35.4% | $94,993-22.9% | $147,584-50.4% |
| Participation rate | 95.5% | 78.0%+17.5pp | 73.9%+21.6pp | 82.8%+12.6pp |
| Annual return | 14.44% | 20.77%-6.3pp | 27.12%-12.7pp | 578.55%-564.1pp |
| Employer contribution / active EE | $2,554 | $3,160-19.2% | $2,603-1.9% | $4,876-47.6% |
| Participant deferral / active EE | $1,336 | $3,777-64.6% | $3,317-59.7% | $5,439-75.4% |
| Admin fee / account holder | $1,228 | $6,063-79.7% | $4,960-75.2% | $10,885-88.7% |