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 | $100,154 | $107,334-6.7% | $92,893+7.8% | $152,861-34.5% |
| Participation rate | 83.3% | 79.8%+3.5pp | 76.0%+7.3pp | 82.4%+0.9pp |
| Annual return | 33.95% | 145.58%-111.6pp | 109.41%-75.5pp | 345.32%-311.4pp |
| Employer contribution / active EE | $5,666 | $4,221+34.2% | $3,653+55.1% | $4,762+19.0% |
| Participant deferral / active EE | $5,828 | $4,845+20.3% | $4,236+37.6% | $5,850-0.4% |
| Admin fee / account holder | $1,910 | $7,079-73.0% | $5,794-67.0% | $11,596-83.5% |