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 | $82,641 | $101,618-18.7% | $93,063-11.2% | $137,256-39.8% |
| Participation rate | 88.9% | 74.9%+14.0pp | 72.1%+16.8pp | 80.0%+8.9pp |
| Annual return | 16.29% | 223.95%-207.7pp | 34.15%-17.9pp | 220.34%-204.1pp |
| Employer contribution / active EE | $1,635 | $2,707-39.6% | $2,476-34.0% | $4,156-60.7% |
| Participant deferral / active EE | $10,216 | $4,279+138.7% | $3,958+158.1% | $6,407+59.5% |
| Admin fee / account holder | $13,690 | $6,198+120.9% | $6,033+126.9% | $12,270+11.6% |