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 | $86,065 | $114,381-24.8% | $107,525-20.0% | $142,382-39.6% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.1%+8.3pp | 80.1%+3.2pp |
| Annual return | 15.62% | 242.71%-227.1pp | 181.32%-165.7pp | 217.08%-201.5pp |
| Employer contribution / active EE | $3,449 | $4,015-14.1% | $3,754-8.1% | $4,299-19.8% |
| Participant deferral / active EE | $9,832 | $5,564+76.7% | $5,116+92.2% | $6,507+51.1% |
| Admin fee / account holder | $1,566 | $9,860-84.1% | $8,919-82.4% | $12,624-87.6% |