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 | $92,526 | $148,534-37.7% | $135,903-31.9% | $139,434-33.6% |
| Participation rate | 91.7% | 83.9%+7.8pp | 81.9%+9.8pp | 80.3%+11.3pp |
| Annual return | 31.32% | 79.19%-47.9pp | 68.23%-36.9pp | 372.94%-341.6pp |
| Employer contribution / active EE | $2,649 | $5,243-49.5% | $4,856-45.4% | $4,751-44.2% |
| Participant deferral / active EE | $6,321 | $8,100-22.0% | $7,758-18.5% | $6,710-5.8% |
| Admin fee / account holder | $965 | $12,400-92.2% | $10,762-91.0% | $11,403-91.5% |