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 | $95,623 | $165,335-42.2% | $149,696-36.1% | $158,922-39.8% |
| Participation rate | 82.6% | 84.6%-2.0pp | 82.5%+0.1pp | 82.0%+0.7pp |
| Annual return | 16.54% | 348.15%-331.6pp | 276.60%-260.1pp | 302.83%-286.3pp |
| Employer contribution / active EE | $3,026 | $5,103-40.7% | $4,644-34.8% | $4,761-36.4% |
| Participant deferral / active EE | $7,101 | $7,181-1.1% | $6,842+3.8% | $5,982+18.7% |
| Admin fee / account holder | $1,232 | $10,807-88.6% | $9,309-86.8% | $11,246-89.0% |