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 | $68,913 | $148,534-53.6% | $135,903-49.3% | $139,434-50.6% |
| Participation rate | 86.4% | 83.9%+2.5pp | 81.9%+4.5pp | 80.3%+6.0pp |
| Annual return | 25.90% | 79.19%-53.3pp | 68.23%-42.3pp | 372.94%-347.0pp |
| Employer contribution / active EE | $4,732 | $5,243-9.7% | $4,856-2.6% | $4,751-0.4% |
| Participant deferral / active EE | $3,367 | $8,100-58.4% | $7,758-56.6% | $6,710-49.8% |
| Admin fee / account holder | $927 | $12,400-92.5% | $10,762-91.4% | $11,403-91.9% |