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 | $91,490 | $165,335-44.7% | $149,696-38.9% | $158,922-42.4% |
| Participation rate | 91.7% | 84.6%+7.1pp | 82.5%+9.2pp | 82.0%+9.7pp |
| Annual return | 17.70% | 348.15%-330.5pp | 276.60%-258.9pp | 302.83%-285.1pp |
| Employer contribution / active EE | $2,424 | $5,103-52.5% | $4,644-47.8% | $4,761-49.1% |
| Participant deferral / active EE | $4,938 | $7,181-31.2% | $6,842-27.8% | $5,982-17.5% |
| Admin fee / account holder | $2,901 | $10,807-73.2% | $9,309-68.8% | $11,246-74.2% |