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 | $88,586 | $114,381-22.6% | $107,525-17.6% | $142,382-37.8% |
| Participation rate | 91.7% | 78.1%+13.5pp | 75.1%+16.6pp | 80.1%+11.5pp |
| Annual return | 14.07% | 242.71%-228.6pp | 181.32%-167.2pp | 217.08%-203.0pp |
| Employer contribution / active EE | $3,959 | $4,015-1.4% | $3,754+5.5% | $4,299-7.9% |
| Participant deferral / active EE | $7,767 | $5,564+39.6% | $5,116+51.8% | $6,507+19.4% |
| Admin fee / account holder | $6,720 | $9,860-31.8% | $8,919-24.6% | $12,624-46.8% |