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 | $62,579 | $179,726-65.2% | $156,263-60.0% | $142,382-56.0% |
| Participation rate | 85.7% | 82.1%+3.6pp | 78.9%+6.8pp | 80.1%+5.6pp |
| Annual return | 15.39% | 77.86%-62.5pp | 59.47%-44.1pp | 217.08%-201.7pp |
| Employer contribution / active EE | $4,178 | $5,069-17.6% | $4,333-3.6% | $4,299-2.8% |
| Participant deferral / active EE | $7,110 | $6,956+2.2% | $6,158+15.5% | $6,507+9.3% |
| Admin fee / account holder | $5,015 | $17,272-71.0% | $14,255-64.8% | $12,624-60.3% |