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 | $90,070 | $114,381-21.3% | $107,525-16.2% | $142,382-36.7% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.1%+12.4pp | 80.1%+7.4pp |
| Annual return | 14.73% | 242.71%-228.0pp | 181.32%-166.6pp | 217.08%-202.3pp |
| Employer contribution / active EE | $3,057 | $4,015-23.9% | $3,754-18.6% | $4,299-28.9% |
| Participant deferral / active EE | $6,806 | $5,564+22.3% | $5,116+33.0% | $6,507+4.6% |
| Admin fee / account holder | $432 | $9,860-95.6% | $8,919-95.2% | $12,624-96.6% |