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 | $86,994 | $148,534-41.4% | $135,903-36.0% | $139,434-37.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.72% | 79.19%-59.5pp | 68.23%-48.5pp | 372.94%-353.2pp |
| Employer contribution / active EE | $5,373 | $5,243+2.5% | $4,856+10.7% | $4,751+13.1% |
| Participant deferral / active EE | $10,139 | $8,100+25.2% | $7,758+30.7% | $6,710+51.1% |
| Admin fee / account holder | $5,918 | $12,400-52.3% | $10,762-45.0% | $11,403-48.1% |