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 | $77,082 | $113,339-32.0% | $94,993-18.9% | $147,584-47.8% |
| Participation rate | 95.5% | 78.0%+17.5pp | 73.9%+21.6pp | 82.8%+12.6pp |
| Annual return | 14.68% | 20.77%-6.1pp | 27.12%-12.4pp | 578.55%-563.9pp |
| Employer contribution / active EE | $1,107 | $3,160-65.0% | $2,603-57.5% | $4,876-77.3% |
| Participant deferral / active EE | $3,996 | $3,777+5.8% | $3,317+20.5% | $5,439-26.5% |
| Admin fee / account holder | $2,231 | $6,063-63.2% | $4,960-55.0% | $10,885-79.5% |