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 | $99,458 | $158,398-37.2% | $126,539-21.4% | $142,382-30.1% |
| Participation rate | 95.7% | 75.8%+19.8pp | 69.8%+25.8pp | 80.1%+15.5pp |
| Annual return | 12.95% | 593.76%-580.8pp | 425.95%-413.0pp | 217.08%-204.1pp |
| Employer contribution / active EE | $1,857 | $4,650-60.1% | $3,674-49.4% | $4,299-56.8% |
| Participant deferral / active EE | $3,172 | $4,767-33.5% | $4,083-22.3% | $6,507-51.3% |
| Admin fee / account holder | $6,177 | $6,918-10.7% | $6,065+1.8% | $12,624-51.1% |