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 | $104,743 | $165,335-36.6% | $149,696-30.0% | $158,922-34.1% |
| Participation rate | 92.9% | 84.6%+8.3pp | 82.5%+10.4pp | 82.0%+10.9pp |
| Annual return | 11.84% | 348.15%-336.3pp | 276.60%-264.8pp | 302.83%-291.0pp |
| Employer contribution / active EE | $2,094 | $5,103-59.0% | $4,644-54.9% | $4,761-56.0% |
| Participant deferral / active EE | $4,103 | $7,181-42.9% | $6,842-40.0% | $5,982-31.4% |
| Admin fee / account holder | $6,013 | $10,807-44.4% | $9,309-35.4% | $11,246-46.5% |