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 | $85,424 | $148,534-42.5% | $135,903-37.1% | $139,434-38.7% |
| Participation rate | 84.6% | 83.9%+0.8pp | 81.9%+2.7pp | 80.3%+4.3pp |
| Annual return | 13.43% | 79.19%-65.8pp | 68.23%-54.8pp | 372.94%-359.5pp |
| Employer contribution / active EE | $2,273 | $5,243-56.6% | $4,856-53.2% | $4,751-52.2% |
| Participant deferral / active EE | $3,968 | $8,100-51.0% | $7,758-48.8% | $6,710-40.9% |
| Admin fee / account holder | $4,532 | $12,400-63.5% | $10,762-57.9% | $11,403-60.3% |