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 5-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 | $96,822 | $154,228-37.2% | $145,433-33.4% | $137,256-29.5% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 80.0%+10.0pp |
| Annual return | 19.16% | 74.59%-55.4pp | 66.58%-47.4pp | 220.34%-201.2pp |
| Employer contribution / active EE | $1,724 | $4,804-64.1% | $4,554-62.2% | $4,156-58.5% |
| Participant deferral / active EE | $3,688 | $8,216-55.1% | $7,897-53.3% | $6,407-42.4% |
| Admin fee / account holder | $598 | $14,344-95.8% | $13,129-95.4% | $12,270-95.1% |