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 | $86,947 | $148,534-41.5% | $135,903-36.0% | $139,434-37.6% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 13.61% | 79.19%-65.6pp | 68.23%-54.6pp | 372.94%-359.3pp |
| Employer contribution / active EE | $3,543 | $5,243-32.4% | $4,856-27.0% | $4,751-25.4% |
| Participant deferral / active EE | $9,025 | $8,100+11.4% | $7,758+16.3% | $6,710+34.5% |
| Admin fee / account holder | $8,835 | $12,400-28.7% | $10,762-17.9% | $11,403-22.5% |