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 | $100,924 | $157,256-35.8% | $141,162-28.5% | $152,861-34.0% |
| Participation rate | 95.8% | 84.8%+11.0pp | 82.5%+13.4pp | 82.4%+13.4pp |
| Annual return | 24.73% | 64.32%-39.6pp | 71.39%-46.7pp | 345.32%-320.6pp |
| Employer contribution / active EE | $2,871 | $5,261-45.4% | $4,735-39.4% | $4,762-39.7% |
| Participant deferral / active EE | $8,070 | $7,109+13.5% | $6,709+20.3% | $5,850+38.0% |
| Admin fee / account holder | $4,044 | $12,120-66.6% | $10,261-60.6% | $11,596-65.1% |