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 | $131,366 | $165,335-20.5% | $149,696-12.2% | $158,922-17.3% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+9.0pp |
| Annual return | 11.49% | 348.15%-336.7pp | 276.60%-265.1pp | 302.83%-291.3pp |
| Employer contribution / active EE | $2,373 | $5,103-53.5% | $4,644-48.9% | $4,761-50.2% |
| Participant deferral / active EE | $8,422 | $7,181+17.3% | $6,842+23.1% | $5,982+40.8% |
| Admin fee / account holder | $22,691 | $10,807+110.0% | $9,309+143.8% | $11,246+101.8% |