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 | $63,876 | $97,744-34.6% | $103,476-38.3% | $145,922-56.2% |
| Participation rate | 88.9% | 81.1%+7.8pp | 80.5%+8.4pp | 80.3%+8.6pp |
| Annual return | 9.71% | 25.41%-15.7pp | 23.90%-14.2pp | 561.29%-551.6pp |
| Employer contribution / active EE | $6,403 | $4,677+36.9% | $4,672+37.1% | $4,660+37.4% |
| Participant deferral / active EE | $2,444 | $6,603-63.0% | $6,623-63.1% | $6,688-63.4% |
| Admin fee / account holder | $28,488 | $12,515+127.6% | $9,413+202.6% | $13,397+112.6% |