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 | $94,809 | $165,335-42.7% | $149,696-36.7% | $158,922-40.3% |
| Participation rate | 92.3% | 84.6%+7.7pp | 82.5%+9.8pp | 82.0%+10.3pp |
| Annual return | 8.16% | 348.15%-340.0pp | 276.60%-268.4pp | 302.83%-294.7pp |
| Employer contribution / active EE | $2,892 | $5,103-43.3% | $4,644-37.7% | $4,761-39.3% |
| Participant deferral / active EE | $10,854 | $7,181+51.1% | $6,842+58.6% | $5,982+81.4% |
| Admin fee / account holder | $1,840 | $10,807-83.0% | $9,309-80.2% | $11,246-83.6% |