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 | $92,087 | $127,065-27.5% | $113,168-18.6% | $142,382-35.3% |
| Participation rate | 85.0% | 79.2%+5.8pp | 76.6%+8.4pp | 80.1%+4.9pp |
| Annual return | 16.10% | 24.03%-7.9pp | 24.27%-8.2pp | 217.08%-201.0pp |
| Employer contribution / active EE | $1,927 | $3,442-44.0% | $2,975-35.2% | $4,299-55.2% |
| Participant deferral / active EE | $4,229 | $5,716-26.0% | $5,107-17.2% | $6,507-35.0% |
| Admin fee / account holder | $15,720 | $15,736-0.1% | $12,068+30.3% | $12,624+24.5% |