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 | $90,569 | $159,602-43.3% | $150,045-39.6% | $142,382-36.4% |
| Participation rate | 95.7% | 84.0%+11.7pp | 82.3%+13.3pp | 80.1%+15.5pp |
| Annual return | 13.81% | 70.24%-56.4pp | 62.55%-48.7pp | 217.08%-203.3pp |
| Employer contribution / active EE | $1,409 | $4,961-71.6% | $4,693-70.0% | $4,299-67.2% |
| Participant deferral / active EE | $7,940 | $8,310-4.5% | $7,997-0.7% | $6,507+22.0% |
| Admin fee / account holder | $21,756 | $14,846+46.5% | $13,435+61.9% | $12,624+72.3% |