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 | $94,711 | $165,984-42.9% | $164,813-42.5% | $145,922-35.1% |
| Participation rate | 91.3% | 82.0%+9.3pp | 78.6%+12.7pp | 80.3%+11.0pp |
| Annual return | 16.48% | 100.03%-83.6pp | 69.93%-53.5pp | 561.29%-544.8pp |
| Employer contribution / active EE | $1,510 | $5,273-71.4% | $4,341-65.2% | $4,660-67.6% |
| Participant deferral / active EE | $2,916 | $6,959-58.1% | $6,031-51.7% | $6,688-56.4% |
| Admin fee / account holder | $20,792 | $16,648+24.9% | $12,690+63.8% | $13,397+55.2% |