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 | $93,759 | $179,726-47.8% | $156,263-40.0% | $142,382-34.1% |
| Participation rate | 86.7% | 82.1%+4.6pp | 78.9%+7.8pp | 80.1%+6.5pp |
| Annual return | 16.08% | 77.86%-61.8pp | 59.47%-43.4pp | 217.08%-201.0pp |
| Employer contribution / active EE | $2,460 | $5,069-51.5% | $4,333-43.2% | $4,299-42.8% |
| Participant deferral / active EE | $4,964 | $6,956-28.6% | $6,158-19.4% | $6,507-23.7% |
| Admin fee / account holder | $16,391 | $17,272-5.1% | $14,255+15.0% | $12,624+29.8% |