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 | $88,004 | $114,381-23.1% | $107,525-18.2% | $142,382-38.2% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.1%+10.6pp | 80.1%+5.6pp |
| Annual return | 16.56% | 242.71%-226.1pp | 181.32%-164.8pp | 217.08%-200.5pp |
| Employer contribution / active EE | $2,673 | $4,015-33.4% | $3,754-28.8% | $4,299-37.8% |
| Participant deferral / active EE | $7,768 | $5,564+39.6% | $5,116+51.9% | $6,507+19.4% |
| Admin fee / account holder | $1,881 | $9,860-80.9% | $8,919-78.9% | $12,624-85.1% |