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 | $106,584-16.6% | $101,326-12.3% | $142,382-37.6% |
| Participation rate | 91.7% | 82.7%+9.0pp | 81.5%+10.2pp | 80.1%+11.5pp |
| Annual return | 13.91% | 36.93%-23.0pp | 36.82%-22.9pp | 217.08%-203.2pp |
| Employer contribution / active EE | $3,415 | $3,956-13.7% | $3,665-6.8% | $4,299-20.6% |
| Participant deferral / active EE | $5,024 | $8,297-39.4% | $7,994-37.2% | $6,507-22.8% |
| Admin fee / account holder | $33,678 | $11,446+194.2% | $11,185+201.1% | $12,624+166.8% |