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 | $96,828 | $165,335-41.4% | $149,696-35.3% | $158,922-39.1% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 16.54% | 348.15%-331.6pp | 276.60%-260.1pp | 302.83%-286.3pp |
| Employer contribution / active EE | $3,187 | $5,103-37.5% | $4,644-31.4% | $4,761-33.1% |
| Participant deferral / active EE | $8,797 | $7,181+22.5% | $6,842+28.6% | $5,982+47.1% |
| Admin fee / account holder | $33,051 | $10,807+205.8% | $9,309+255.1% | $11,246+193.9% |