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 | $88,818 | $117,983-24.7% | $101,794-12.7% | $142,382-37.6% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.2%+14.1pp | 80.1%+3.2pp |
| Annual return | 19.47% | 36.92%-17.4pp | 30.53%-11.1pp | 217.08%-197.6pp |
| Employer contribution / active EE | $1,749 | $2,773-36.9% | $2,289-23.6% | $4,299-59.3% |
| Participant deferral / active EE | $3,268 | $4,714-30.7% | $4,084-20.0% | $6,507-49.8% |
| Admin fee / account holder | $702 | $10,433-93.3% | $8,777-92.0% | $12,624-94.4% |