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 | $75,818 | $107,334-29.4% | $92,893-18.4% | $152,861-50.4% |
| Participation rate | 91.3% | 79.8%+11.5pp | 76.0%+15.3pp | 82.4%+8.9pp |
| Annual return | 19.35% | 145.58%-126.2pp | 109.41%-90.1pp | 345.32%-326.0pp |
| Employer contribution / active EE | $1,124 | $4,221-73.4% | $3,653-69.2% | $4,762-76.4% |
| Participant deferral / active EE | $1,607 | $4,845-66.8% | $4,236-62.1% | $5,850-72.5% |
| Admin fee / account holder | $589 | $7,079-91.7% | $5,794-89.8% | $11,596-94.9% |