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 | $87,229 | $165,335-47.2% | $149,696-41.7% | $158,922-45.1% |
| Participation rate | 93.3% | 84.6%+8.8pp | 82.5%+10.9pp | 82.0%+11.4pp |
| Annual return | 14.71% | 348.15%-333.4pp | 276.60%-261.9pp | 302.83%-288.1pp |
| Employer contribution / active EE | $2,444 | $5,103-52.1% | $4,644-47.4% | $4,761-48.7% |
| Participant deferral / active EE | $6,409 | $7,181-10.8% | $6,842-6.3% | $5,982+7.1% |
| Admin fee / account holder | $2,926 | $10,807-72.9% | $9,309-68.6% | $11,246-74.0% |