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 | $88,872 | $100,970-12.0% | $96,576-8.0% | $137,256-35.3% |
| Participation rate | 91.7% | 82.6%+9.1pp | 81.4%+10.2pp | 80.0%+11.7pp |
| Annual return | 13.91% | 38.16%-24.2pp | 38.47%-24.6pp | 220.34%-206.4pp |
| Employer contribution / active EE | $3,415 | $3,809-10.3% | $3,553-3.9% | $4,156-17.8% |
| Participant deferral / active EE | $5,024 | $8,286-39.4% | $7,956-36.9% | $6,407-21.6% |
| Admin fee / account holder | $33,678 | $11,312+197.7% | $11,381+195.9% | $12,270+174.5% |