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 | $80,546 | $176,377-54.3% | $134,143-40.0% | $158,922-49.3% |
| Participation rate | 90.9% | 78.7%+12.2pp | 72.2%+18.7pp | 82.0%+9.0pp |
| Annual return | 6.35% | 63.63%-57.3pp | 36.33%-30.0pp | 302.83%-296.5pp |
| Employer contribution / active EE | $2,859 | $5,040-43.3% | $3,704-22.8% | $4,761-40.0% |
| Participant deferral / active EE | $6,549 | $4,091+60.1% | $3,499+87.2% | $5,982+9.5% |
| Admin fee / account holder | $4,933 | $8,718-43.4% | $6,684-26.2% | $11,246-56.1% |