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 3-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 | $90,962 | $154,228-41.0% | $145,433-37.5% | $137,256-33.7% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 17.15% | 74.59%-57.4pp | 66.58%-49.4pp | 220.34%-203.2pp |
| Employer contribution / active EE | $2,711 | $4,804-43.6% | $4,554-40.5% | $4,156-34.8% |
| Participant deferral / active EE | $3,223 | $8,216-60.8% | $7,897-59.2% | $6,407-49.7% |
| Admin fee / account holder | $1,070 | $14,344-92.5% | $13,129-91.9% | $12,270-91.3% |