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 | $105,659 | $148,534-28.9% | $135,903-22.3% | $139,434-24.2% |
| Participation rate | 92.9% | 83.9%+9.0pp | 81.9%+11.0pp | 80.3%+12.5pp |
| Annual return | 16.96% | 79.19%-62.2pp | 68.23%-51.3pp | 372.94%-356.0pp |
| Employer contribution / active EE | $2,604 | $5,243-50.3% | $4,856-46.4% | $4,751-45.2% |
| Participant deferral / active EE | $6,074 | $8,100-25.0% | $7,758-21.7% | $6,710-9.5% |
| Admin fee / account holder | $3,703 | $12,400-70.1% | $10,762-65.6% | $11,403-67.5% |