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 | $95,860 | $176,812-45.8% | $146,665-34.6% | $167,490-42.8% |
| Participation rate | 82.4% | 83.6%-1.3pp | 80.1%+2.3pp | 82.1%+0.2pp |
| Annual return | 17.39% | 24.03%-6.6pp | 22.74%-5.4pp | 478.56%-461.2pp |
| Employer contribution / active EE | $4,399 | $5,160-14.7% | $4,136+6.4% | $4,837-9.1% |
| Participant deferral / active EE | $6,998 | $6,440+8.7% | $5,506+27.1% | $6,341+10.4% |
| Admin fee / account holder | $1,234 | $13,259-90.7% | $10,280-88.0% | $12,309-90.0% |