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 | $84,075 | $148,534-43.4% | $135,903-38.1% | $139,434-39.7% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 16.96% | 79.19%-62.2pp | 68.23%-51.3pp | 372.94%-356.0pp |
| Employer contribution / active EE | $1,706 | $5,243-67.5% | $4,856-64.9% | $4,751-64.1% |
| Participant deferral / active EE | $9,703 | $8,100+19.8% | $7,758+25.1% | $6,710+44.6% |
| Admin fee / account holder | $1,400 | $12,400-88.7% | $10,762-87.0% | $11,403-87.7% |