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 | $78,191 | $118,849-34.2% | $96,562-19.0% | $167,490-53.3% |
| Participation rate | 84.6% | 75.5%+9.1pp | 69.8%+14.8pp | 82.1%+2.5pp |
| Annual return | 10.25% | 50.49%-40.2pp | 37.78%-27.5pp | 478.56%-468.3pp |
| Employer contribution / active EE | $2,364 | $3,120-24.2% | $2,356+0.3% | $4,837-51.1% |
| Participant deferral / active EE | $3,389 | $4,616-26.6% | $3,849-11.9% | $6,341-46.6% |
| Admin fee / account holder | $2,135 | $8,065-73.5% | $6,181-65.5% | $12,309-82.7% |