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 | $93,994 | $159,901-41.2% | $146,958-36.0% | $145,922-35.6% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 14.94% | 98.13%-83.2pp | 418.34%-403.4pp | 561.29%-546.3pp |
| Employer contribution / active EE | $1,594 | $5,286-69.9% | $4,933-67.7% | $4,660-65.8% |
| Participant deferral / active EE | $4,286 | $8,428-49.1% | $8,070-46.9% | $6,688-35.9% |
| Admin fee / account holder | $877 | $15,044-94.2% | $12,998-93.3% | $13,397-93.5% |