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 | $74,150 | $157,256-52.8% | $141,162-47.5% | $152,861-51.5% |
| Participation rate | 91.3% | 84.8%+6.5pp | 82.5%+8.8pp | 82.4%+8.9pp |
| Annual return | 25.32% | 64.32%-39.0pp | 71.39%-46.1pp | 345.32%-320.0pp |
| Employer contribution / active EE | $0 | $5,261-100.0% | $4,735-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $8,438 | $7,109+18.7% | $6,709+25.8% | $5,850+44.2% |
| Admin fee / account holder | $1,497 | $12,120-87.6% | $10,261-85.4% | $11,596-87.1% |