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 | $131,212 | $165,984-20.9% | $164,813-20.4% | $145,922-10.1% |
| Participation rate | 93.3% | 82.0%+11.3pp | 78.6%+14.7pp | 80.3%+13.1pp |
| Annual return | 19.43% | 100.03%-80.6pp | 69.93%-50.5pp | 561.29%-541.9pp |
| Employer contribution / active EE | $2,983 | $5,273-43.4% | $4,341-31.3% | $4,660-36.0% |
| Participant deferral / active EE | $3,494 | $6,959-49.8% | $6,031-42.1% | $6,688-47.8% |
| Admin fee / account holder | $1,314 | $16,648-92.1% | $12,690-89.6% | $13,397-90.2% |