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 | $85,211 | $165,335-48.5% | $149,696-43.1% | $158,922-46.4% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | 16.55% | 348.15%-331.6pp | 276.60%-260.1pp | 302.83%-286.3pp |
| Employer contribution / active EE | $3,984 | $5,103-21.9% | $4,644-14.2% | $4,761-16.3% |
| Participant deferral / active EE | $9,127 | $7,181+27.1% | $6,842+33.4% | $5,982+52.6% |
| Admin fee / account holder | $7,409 | $10,807-31.4% | $9,309-20.4% | $11,246-34.1% |