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 | $60,761 | $111,535-45.5% | $105,223-42.3% | $137,256-55.7% |
| Participation rate | 93.3% | 78.1%+15.2pp | 75.0%+18.3pp | 80.0%+13.4pp |
| Annual return | 17.12% | 237.85%-220.7pp | 180.65%-163.5pp | 220.34%-203.2pp |
| Employer contribution / active EE | $1,896 | $3,939-51.9% | $3,689-48.6% | $4,156-54.4% |
| Participant deferral / active EE | $4,689 | $5,500-14.7% | $5,072-7.5% | $6,407-26.8% |
| Admin fee / account holder | $11,073 | $9,721+13.9% | $8,859+25.0% | $12,270-9.8% |