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 | $72,861 | $74,888-2.7% | $71,209+2.3% | $142,382-48.8% |
| Participation rate | 91.7% | 76.2%+15.4pp | 73.8%+17.9pp | 80.1%+11.5pp |
| Annual return | 14.98% | 345.14%-330.2pp | 282.51%-267.5pp | 217.08%-202.1pp |
| Employer contribution / active EE | $1,215 | $2,854-57.4% | $2,721-55.4% | $4,299-71.7% |
| Participant deferral / active EE | $2,429 | $4,454-45.5% | $4,175-41.8% | $6,507-62.7% |
| Admin fee / account holder | $938 | $5,568-83.2% | $5,349-82.5% | $12,624-92.6% |