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 | $112,085 | $95,416+17.5% | $185,823-39.7% | $85,850+30.6% |
| Participation rate | 90.5% | 68.8%+21.7pp | 81.7%+8.8pp | 69.3%+21.2pp |
| Annual return | 13.67% | 23.59%-9.9pp | 122.05%-108.4pp | 318.53%-304.9pp |
| Employer contribution / active EE | $2,176 | $3,314-34.3% | $5,167-57.9% | $2,565-15.2% |
| Participant deferral / active EE | $3,853 | $3,423+12.6% | $5,568-30.8% | $3,952-2.5% |
| Admin fee / account holder | $5,500 | $7,213-23.7% | $16,237-66.1% | $6,260-12.1% |