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 | $84,921 | $162,781-47.8% | $133,956-36.6% | $158,922-46.6% |
| Participation rate | 91.3% | 83.2%+8.1pp | 79.8%+11.5pp | 82.0%+9.3pp |
| Annual return | 17.24% | 41.94%-24.7pp | 45.09%-27.8pp | 302.83%-285.6pp |
| Employer contribution / active EE | $3,573 | $4,975-28.2% | $3,919-8.8% | $4,761-25.0% |
| Participant deferral / active EE | $3,348 | $5,911-43.4% | $5,048-33.7% | $5,982-44.0% |
| Admin fee / account holder | $1,223 | $11,736-89.6% | $8,927-86.3% | $11,246-89.1% |