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 | $109,095 | $148,534-26.6% | $135,903-19.7% | $139,434-21.8% |
| Participation rate | 81.3% | 83.9%-2.6pp | 81.9%-0.7pp | 80.3%+0.9pp |
| Annual return | 20.30% | 79.19%-58.9pp | 68.23%-47.9pp | 372.94%-352.6pp |
| Employer contribution / active EE | $2,364 | $5,243-54.9% | $4,856-51.3% | $4,751-50.2% |
| Participant deferral / active EE | $5,209 | $8,100-35.7% | $7,758-32.8% | $6,710-22.4% |
| Admin fee / account holder | $8,657 | $12,400-30.2% | $10,762-19.6% | $11,403-24.1% |