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 | $96,750 | $106,584-9.2% | $101,326-4.5% | $142,382-32.0% |
| Participation rate | 94.4% | 82.7%+11.8pp | 81.5%+12.9pp | 80.1%+14.3pp |
| Annual return | 13.08% | 36.93%-23.8pp | 36.82%-23.7pp | 217.08%-204.0pp |
| Employer contribution / active EE | $240 | $3,956-93.9% | $3,665-93.4% | $4,299-94.4% |
| Participant deferral / active EE | $4,548 | $8,297-45.2% | $7,994-43.1% | $6,507-30.1% |
| Admin fee / account holder | $3,124 | $11,446-72.7% | $11,185-72.1% | $12,624-75.3% |