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 | $115,943 | $165,335-29.9% | $149,696-22.5% | $158,922-27.0% |
| Participation rate | 88.2% | 84.6%+3.7pp | 82.5%+5.8pp | 82.0%+6.3pp |
| Annual return | 15.71% | 348.15%-332.4pp | 276.60%-260.9pp | 302.83%-287.1pp |
| Employer contribution / active EE | $2,771 | $5,103-45.7% | $4,644-40.3% | $4,761-41.8% |
| Participant deferral / active EE | $3,966 | $7,181-44.8% | $6,842-42.0% | $5,982-33.7% |
| Admin fee / account holder | $3,666 | $10,807-66.1% | $9,309-60.6% | $11,246-67.4% |