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 | $82,744 | $148,534-44.3% | $135,903-39.1% | $139,434-40.7% |
| Participation rate | 90.5% | 83.9%+6.6pp | 81.9%+8.6pp | 80.3%+10.2pp |
| Annual return | 22.94% | 79.19%-56.3pp | 68.23%-45.3pp | 372.94%-350.0pp |
| Employer contribution / active EE | $6,925 | $5,243+32.1% | $4,856+42.6% | $4,751+45.8% |
| Participant deferral / active EE | $12,678 | $8,100+56.5% | $7,758+63.4% | $6,710+88.9% |
| Admin fee / account holder | $4,535 | $12,400-63.4% | $10,762-57.9% | $11,403-60.2% |