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 | $90,339 | $154,228-41.4% | $145,433-37.9% | $137,256-34.2% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 80.0%+10.0pp |
| Annual return | 18.73% | 74.59%-55.9pp | 66.58%-47.8pp | 220.34%-201.6pp |
| Employer contribution / active EE | $3,444 | $4,804-28.3% | $4,554-24.4% | $4,156-17.1% |
| Participant deferral / active EE | $9,124 | $8,216+11.0% | $7,897+15.5% | $6,407+42.4% |
| Admin fee / account holder | $5,029 | $14,344-64.9% | $13,129-61.7% | $12,270-59.0% |