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 | $59,131 | $165,335-64.2% | $149,696-60.5% | $158,922-62.8% |
| Participation rate | 92.3% | 84.6%+7.7pp | 82.5%+9.8pp | 82.0%+10.3pp |
| Annual return | 15.18% | 348.15%-333.0pp | 276.60%-261.4pp | 302.83%-287.6pp |
| Employer contribution / active EE | $4,397 | $5,103-13.8% | $4,644-5.3% | $4,761-7.6% |
| Participant deferral / active EE | $9,861 | $7,181+37.3% | $6,842+44.1% | $5,982+64.8% |
| Admin fee / account holder | $4,930 | $10,807-54.4% | $9,309-47.0% | $11,246-56.2% |