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 | $115,762 | $165,335-30.0% | $149,696-22.7% | $158,922-27.2% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 13.74% | 348.15%-334.4pp | 276.60%-262.9pp | 302.83%-289.1pp |
| Employer contribution / active EE | $2,044 | $5,103-59.9% | $4,644-56.0% | $4,761-57.1% |
| Participant deferral / active EE | $4,712 | $7,181-34.4% | $6,842-31.1% | $5,982-21.2% |
| Admin fee / account holder | $791 | $10,807-92.7% | $9,309-91.5% | $11,246-93.0% |