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 | $88,711 | $140,940-37.1% | $112,229-21.0% | $139,434-36.4% |
| Participation rate | 94.4% | 79.2%+15.3pp | 72.4%+22.0pp | 80.3%+14.1pp |
| Annual return | 10.94% | 32.71%-21.8pp | 30.20%-19.3pp | 372.94%-362.0pp |
| Employer contribution / active EE | $1,105 | $4,283-74.2% | $3,430-67.8% | $4,751-76.7% |
| Participant deferral / active EE | $2,461 | $5,874-58.1% | $4,798-48.7% | $6,710-63.3% |
| Admin fee / account holder | $22,096 | $9,954+122.0% | $7,748+185.2% | $11,403+93.8% |