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 | $114,749 | $209,411-45.2% | $178,490-35.7% | $158,922-27.8% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 12.95% | 188.75%-175.8pp | 151.07%-138.1pp | 302.83%-289.9pp |
| Employer contribution / active EE | $1,706 | $5,706-70.1% | $5,011-65.9% | $4,761-64.2% |
| Participant deferral / active EE | $7,016 | $5,954+17.8% | $5,202+34.9% | $5,982+17.3% |
| Admin fee / account holder | $3,219 | $17,074-81.1% | $13,984-77.0% | $11,246-71.4% |