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 | $93,122 | $148,534-37.3% | $135,903-31.5% | $139,434-33.2% |
| Participation rate | 84.2% | 83.9%+0.4pp | 81.9%+2.3pp | 80.3%+3.9pp |
| Annual return | 15.26% | 79.19%-63.9pp | 68.23%-53.0pp | 372.94%-357.7pp |
| Employer contribution / active EE | $1,451 | $5,243-72.3% | $4,856-70.1% | $4,751-69.5% |
| Participant deferral / active EE | $8,908 | $8,100+10.0% | $7,758+14.8% | $6,710+32.8% |
| Admin fee / account holder | $15,476 | $12,400+24.8% | $10,762+43.8% | $11,403+35.7% |