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 | $92,834 | $148,534-37.5% | $135,903-31.7% | $139,434-33.4% |
| Participation rate | 95.2% | 83.9%+11.4pp | 81.9%+13.3pp | 80.3%+14.9pp |
| Annual return | 17.27% | 79.19%-61.9pp | 68.23%-51.0pp | 372.94%-355.7pp |
| Employer contribution / active EE | $4,305 | $5,243-17.9% | $4,856-11.4% | $4,751-9.4% |
| Participant deferral / active EE | $2,717 | $8,100-66.5% | $7,758-65.0% | $6,710-59.5% |
| Admin fee / account holder | $1,555 | $12,400-87.5% | $10,762-85.5% | $11,403-86.4% |