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 | $92,233 | $78,705+17.2% | $117,854-21.7% | $70,131+31.5% |
| Participation rate | 93.3% | 73.2%+20.1pp | 79.7%+13.7pp | 69.5%+23.8pp |
| Annual return | 16.20% | 23.30%-7.1pp | 335.08%-318.9pp | 73.14%-56.9pp |
| Employer contribution / active EE | $1,293 | $2,223-41.8% | $3,786-65.8% | $2,342-44.8% |
| Participant deferral / active EE | $5,017 | $3,297+52.2% | $4,482+11.9% | $3,332+50.6% |
| Admin fee / account holder | $1,232 | $5,065-75.7% | $8,020-84.6% | $4,645-73.5% |