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 | $84,135 | $114,381-26.4% | $107,525-21.8% | $142,382-40.9% |
| Participation rate | 88.2% | 78.1%+10.1pp | 75.1%+13.2pp | 80.1%+8.1pp |
| Annual return | 16.38% | 242.71%-226.3pp | 181.32%-164.9pp | 217.08%-200.7pp |
| Employer contribution / active EE | $2,706 | $4,015-32.6% | $3,754-27.9% | $4,299-37.0% |
| Participant deferral / active EE | $6,521 | $5,564+17.2% | $5,116+27.5% | $6,507+0.2% |
| Admin fee / account holder | $1,112 | $9,860-88.7% | $8,919-87.5% | $12,624-91.2% |