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 | $95,844 | $159,901-40.1% | $146,958-34.8% | $145,922-34.3% |
| Participation rate | 95.5% | 84.0%+11.5pp | 82.2%+13.3pp | 80.3%+15.2pp |
| Annual return | 14.02% | 98.13%-84.1pp | 418.34%-404.3pp | 561.29%-547.3pp |
| Employer contribution / active EE | $3,180 | $5,286-39.8% | $4,933-35.5% | $4,660-31.8% |
| Participant deferral / active EE | $8,671 | $8,428+2.9% | $8,070+7.5% | $6,688+29.7% |
| Admin fee / account holder | $6,959 | $15,044-53.7% | $12,998-46.5% | $13,397-48.1% |