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 | $91,594 | $107,334-14.7% | $92,893-1.4% | $152,861-40.1% |
| Participation rate | 86.7% | 79.8%+6.9pp | 76.0%+10.7pp | 82.4%+4.2pp |
| Annual return | 17.53% | 145.58%-128.0pp | 109.41%-91.9pp | 345.32%-327.8pp |
| Employer contribution / active EE | $1,509 | $4,221-64.2% | $3,653-58.7% | $4,762-68.3% |
| Participant deferral / active EE | $4,746 | $4,845-2.0% | $4,236+12.0% | $5,850-18.9% |
| Admin fee / account holder | $8,271 | $7,079+16.8% | $5,794+42.8% | $11,596-28.7% |