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 | $112,583 | $157,256-28.4% | $141,162-20.2% | $152,861-26.3% |
| Participation rate | 90.9% | 84.8%+6.1pp | 82.5%+8.4pp | 82.4%+8.5pp |
| Annual return | 22.35% | 64.32%-42.0pp | 71.39%-49.0pp | 345.32%-323.0pp |
| Employer contribution / active EE | $2,843 | $5,261-46.0% | $4,735-39.9% | $4,762-40.3% |
| Participant deferral / active EE | $4,721 | $7,109-33.6% | $6,709-29.6% | $5,850-19.3% |
| Admin fee / account holder | $705 | $12,120-94.2% | $10,261-93.1% | $11,596-93.9% |