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 | $150,216 | $203,436-26.2% | $152,466-1.5% | $167,490-10.3% |
| Participation rate | 90.0% | 82.3%+7.7pp | 78.2%+11.8pp | 82.1%+7.9pp |
| Annual return | 15.44% | 13.80%+1.6pp | 757.33%-741.9pp | 478.56%-463.1pp |
| Employer contribution / active EE | $4,933 | $5,220-5.5% | $4,327+14.0% | $4,837+2.0% |
| Participant deferral / active EE | $5,961 | $6,716-11.2% | $5,820+2.4% | $6,341-6.0% |
| Admin fee / account holder | $993 | $22,506-95.6% | $15,805-93.7% | $12,309-91.9% |