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 | $108,550 | $176,056-38.3% | $159,436-31.9% | $167,490-35.2% |
| Participation rate | 91.7% | 84.9%+6.7pp | 82.8%+8.8pp | 82.1%+9.6pp |
| Annual return | 15.91% | 331.75%-315.8pp | 263.57%-247.7pp | 478.56%-462.6pp |
| Employer contribution / active EE | $1,122 | $5,297-78.8% | $4,829-76.8% | $4,837-76.8% |
| Participant deferral / active EE | $5,177 | $7,750-33.2% | $7,352-29.6% | $6,341-18.4% |
| Admin fee / account holder | $8,296 | $12,554-33.9% | $10,799-23.2% | $12,309-32.6% |