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 | $77,317 | $159,901-51.6% | $146,958-47.4% | $145,922-47.0% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 15.31% | 98.13%-82.8pp | 418.34%-403.0pp | 561.29%-546.0pp |
| Employer contribution / active EE | $4,469 | $5,286-15.5% | $4,933-9.4% | $4,660-4.1% |
| Participant deferral / active EE | $10,468 | $8,428+24.2% | $8,070+29.7% | $6,688+56.5% |
| Admin fee / account holder | $1,927 | $15,044-87.2% | $12,998-85.2% | $13,397-85.6% |