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 | $98,630 | $183,519-46.3% | $155,509-36.6% | $145,922-32.4% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 14.15% | 61.17%-47.0pp | 64.67%-50.5pp | 561.29%-547.1pp |
| Employer contribution / active EE | $3,386 | $5,313-36.3% | $4,672-27.5% | $4,660-27.3% |
| Participant deferral / active EE | $5,556 | $6,462-14.0% | $5,626-1.3% | $6,688-16.9% |
| Admin fee / account holder | $22,065 | $19,313+14.2% | $15,912+38.7% | $13,397+64.7% |