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 | $84,714 | $159,901-47.0% | $146,958-42.4% | $145,922-41.9% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 12.93% | 98.13%-85.2pp | 418.34%-405.4pp | 561.29%-548.4pp |
| Employer contribution / active EE | $2,676 | $5,286-49.4% | $4,933-45.8% | $4,660-42.6% |
| Participant deferral / active EE | $5,255 | $8,428-37.6% | $8,070-34.9% | $6,688-21.4% |
| Admin fee / account holder | $2,849 | $15,044-81.1% | $12,998-78.1% | $13,397-78.7% |