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 | $81,503 | $148,534-45.1% | $135,903-40.0% | $139,434-41.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.43% | 79.19%-65.8pp | 68.23%-54.8pp | 372.94%-359.5pp |
| Employer contribution / active EE | $1,952 | $5,243-62.8% | $4,856-59.8% | $4,751-58.9% |
| Participant deferral / active EE | $3,304 | $8,100-59.2% | $7,758-57.4% | $6,710-50.8% |
| Admin fee / account holder | $7,740 | $12,400-37.6% | $10,762-28.1% | $11,403-32.1% |