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 | $92,445 | $148,534-37.8% | $135,903-32.0% | $139,434-33.7% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 14.09% | 79.19%-65.1pp | 68.23%-54.1pp | 372.94%-358.9pp |
| Employer contribution / active EE | $4,844 | $5,243-7.6% | $4,856-0.2% | $4,751+2.0% |
| Participant deferral / active EE | $0 | $8,100-100.0% | $7,758-100.0% | $6,710-100.0% |
| Admin fee / account holder | $3,709 | $12,400-70.1% | $10,762-65.5% | $11,403-67.5% |