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 | $97,593 | $165,335-41.0% | $149,696-34.8% | $158,922-38.6% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 14.07% | 348.15%-334.1pp | 276.60%-262.5pp | 302.83%-288.8pp |
| Employer contribution / active EE | $2,908 | $5,103-43.0% | $4,644-37.4% | $4,761-38.9% |
| Participant deferral / active EE | $8,660 | $7,181+20.6% | $6,842+26.6% | $5,982+44.8% |
| Admin fee / account holder | $1,109 | $10,807-89.7% | $9,309-88.1% | $11,246-90.1% |