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 | $91,364 | $115,770-21.1% | $101,248-9.8% | $158,922-42.5% |
| Participation rate | 91.3% | 79.4%+11.9pp | 75.8%+15.5pp | 82.0%+9.3pp |
| Annual return | 14.37% | 56.14%-41.8pp | 46.47%-32.1pp | 302.83%-288.5pp |
| Employer contribution / active EE | $2,591 | $4,175-37.9% | $3,660-29.2% | $4,761-45.6% |
| Participant deferral / active EE | $5,792 | $4,957+16.8% | $4,370+32.5% | $5,982-3.2% |
| Admin fee / account holder | $3,459 | $7,245-52.3% | $5,945-41.8% | $11,246-69.2% |