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 | $91,910 | $157,256-41.6% | $141,162-34.9% | $152,861-39.9% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.4%+6.4pp |
| Annual return | 21.35% | 64.32%-43.0pp | 71.39%-50.0pp | 345.32%-324.0pp |
| Employer contribution / active EE | $3,076 | $5,261-41.5% | $4,735-35.0% | $4,762-35.4% |
| Participant deferral / active EE | $7,599 | $7,109+6.9% | $6,709+13.3% | $5,850+29.9% |
| Admin fee / account holder | $6,530 | $12,120-46.1% | $10,261-36.4% | $11,596-43.7% |