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 | $95,125 | $148,534-36.0% | $135,903-30.0% | $139,434-31.8% |
| Participation rate | 93.8% | 83.9%+9.9pp | 81.9%+11.8pp | 80.3%+13.4pp |
| Annual return | 16.97% | 79.19%-62.2pp | 68.23%-51.3pp | 372.94%-356.0pp |
| Employer contribution / active EE | $1,800 | $5,243-65.7% | $4,856-62.9% | $4,751-62.1% |
| Participant deferral / active EE | $4,816 | $8,100-40.5% | $7,758-37.9% | $6,710-28.2% |
| Admin fee / account holder | $763 | $12,400-93.8% | $10,762-92.9% | $11,403-93.3% |