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 | $82,198 | $148,534-44.7% | $135,903-39.5% | $139,434-41.0% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 12.35% | 79.19%-66.8pp | 68.23%-55.9pp | 372.94%-360.6pp |
| Employer contribution / active EE | $1,593 | $5,243-69.6% | $4,856-67.2% | $4,751-66.5% |
| Participant deferral / active EE | $3,565 | $8,100-56.0% | $7,758-54.0% | $6,710-46.9% |
| Admin fee / account holder | $1,001 | $12,400-91.9% | $10,762-90.7% | $11,403-91.2% |