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 | $75,112 | $177,572-57.7% | $154,803-51.5% | $142,382-47.2% |
| Participation rate | 92.9% | 82.1%+10.8pp | 78.1%+14.8pp | 80.1%+12.7pp |
| Annual return | 17.97% | 65.07%-47.1pp | 58.88%-40.9pp | 217.08%-199.1pp |
| Employer contribution / active EE | $3,277 | $4,810-31.9% | $4,305-23.9% | $4,299-23.8% |
| Participant deferral / active EE | $7,151 | $6,272+14.0% | $5,540+29.1% | $6,507+9.9% |
| Admin fee / account holder | $5,494 | $16,786-67.3% | $14,329-61.7% | $12,624-56.5% |