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 | $88,115 | $165,335-46.7% | $149,696-41.1% | $158,922-44.6% |
| Participation rate | 86.7% | 84.6%+2.1pp | 82.5%+4.2pp | 82.0%+4.7pp |
| Annual return | 17.78% | 348.15%-330.4pp | 276.60%-258.8pp | 302.83%-285.0pp |
| Employer contribution / active EE | $1,957 | $5,103-61.7% | $4,644-57.9% | $4,761-58.9% |
| Participant deferral / active EE | $6,525 | $7,181-9.1% | $6,842-4.6% | $5,982+9.1% |
| Admin fee / account holder | $1,532 | $10,807-85.8% | $9,309-83.5% | $11,246-86.4% |