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 | $118,499 | $159,901-25.9% | $146,958-19.4% | $145,922-18.8% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.2pp | 80.3%+12.0pp |
| Annual return | 12.70% | 98.13%-85.4pp | 418.34%-405.6pp | 561.29%-548.6pp |
| Employer contribution / active EE | $3,264 | $5,286-38.3% | $4,933-33.8% | $4,660-30.0% |
| Participant deferral / active EE | $7,807 | $8,428-7.4% | $8,070-3.3% | $6,688+16.7% |
| Admin fee / account holder | $14,774 | $15,044-1.8% | $12,998+13.7% | $13,397+10.3% |