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 | $96,248 | $201,272-52.2% | $184,203-47.7% | $145,922-34.0% |
| Participation rate | 93.3% | 87.5%+5.8pp | 86.8%+6.5pp | 80.3%+13.1pp |
| Annual return | 14.27% | 29.00%-14.7pp | 28.81%-14.5pp | 561.29%-547.0pp |
| Employer contribution / active EE | $3,662 | $7,022-47.8% | $6,427-43.0% | $4,660-21.4% |
| Participant deferral / active EE | $6,029 | $9,806-38.5% | $9,131-34.0% | $6,688-9.9% |
| Admin fee / account holder | $510 | $16,364-96.9% | $13,901-96.3% | $13,397-96.2% |