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 | $90,947 | $177,572-48.8% | $154,803-41.3% | $142,382-36.1% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 18.69% | 65.07%-46.4pp | 58.88%-40.2pp | 217.08%-198.4pp |
| Employer contribution / active EE | $1,388 | $4,810-71.1% | $4,305-67.8% | $4,299-67.7% |
| Participant deferral / active EE | $5,193 | $6,272-17.2% | $5,540-6.3% | $6,507-20.2% |
| Admin fee / account holder | $1,520 | $16,786-90.9% | $14,329-89.4% | $12,624-88.0% |