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 | $99,946 | $124,281-19.6% | $109,143-8.4% | $167,490-40.3% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.9%+9.8pp | 82.1%+3.6pp |
| Annual return | 15.36% | 26.04%-10.7pp | 25.75%-10.4pp | 478.56%-463.2pp |
| Employer contribution / active EE | $2,095 | $4,207-50.2% | $3,722-43.7% | $4,837-56.7% |
| Participant deferral / active EE | $7,078 | $5,255+34.7% | $4,653+52.1% | $6,341+11.6% |
| Admin fee / account holder | $7,108 | $7,970-10.8% | $6,752+5.3% | $12,309-42.3% |