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 | $84,175 | $107,334-21.6% | $92,893-9.4% | $152,861-44.9% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.0%+4.0pp | 82.4%-2.4pp |
| Annual return | 22.39% | 145.58%-123.2pp | 109.41%-87.0pp | 345.32%-322.9pp |
| Employer contribution / active EE | $1,126 | $4,221-73.3% | $3,653-69.2% | $4,762-76.3% |
| Participant deferral / active EE | $3,269 | $4,845-32.5% | $4,236-22.8% | $5,850-44.1% |
| Admin fee / account holder | $4,989 | $7,079-29.5% | $5,794-13.9% | $11,596-57.0% |