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 | $90,788 | $110,261-17.7% | $95,745-5.2% | $139,434-34.9% |
| Participation rate | 85.7% | 75.8%+10.0pp | 72.3%+13.5pp | 80.3%+5.4pp |
| Annual return | 13.10% | 27.11%-14.0pp | 28.35%-15.2pp | 372.94%-359.8pp |
| Employer contribution / active EE | $1,496 | $3,257-54.1% | $2,835-47.2% | $4,751-68.5% |
| Participant deferral / active EE | $5,980 | $4,676+27.9% | $4,245+40.9% | $6,710-10.9% |
| Admin fee / account holder | $3,577 | $6,613-45.9% | $5,678-37.0% | $11,403-68.6% |