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 | $75,141 | $101,618-26.1% | $93,063-19.3% | $137,256-45.3% |
| Participation rate | 80.0% | 74.9%+5.1pp | 72.1%+7.9pp | 80.0%0pp |
| Annual return | 20.16% | 223.95%-203.8pp | 34.15%-14.0pp | 220.34%-200.2pp |
| Employer contribution / active EE | $1,808 | $2,707-33.2% | $2,476-27.0% | $4,156-56.5% |
| Participant deferral / active EE | $2,870 | $4,279-32.9% | $3,958-27.5% | $6,407-55.2% |
| Admin fee / account holder | $834 | $6,198-86.5% | $6,033-86.2% | $12,270-93.2% |