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 | $145,550 | $209,411-30.5% | $178,490-18.5% | $158,922-8.4% |
| Participation rate | 95.7% | 86.3%+9.3pp | 81.9%+13.7pp | 82.0%+13.7pp |
| Annual return | 14.68% | 188.75%-174.1pp | 151.07%-136.4pp | 302.83%-288.1pp |
| Employer contribution / active EE | $4,702 | $5,706-17.6% | $5,011-6.2% | $4,761-1.3% |
| Participant deferral / active EE | $7,108 | $5,954+19.4% | $5,202+36.6% | $5,982+18.8% |
| Admin fee / account holder | $2,999 | $17,074-82.4% | $13,984-78.6% | $11,246-73.3% |