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 | $128,851 | $210,648-38.8% | $177,989-27.6% | $145,922-11.7% |
| Participation rate | 95.7% | 80.8%+14.9pp | 77.1%+18.6pp | 80.3%+15.4pp |
| Annual return | 10.54% | 385.86%-375.3pp | 294.48%-283.9pp | 561.29%-550.7pp |
| Employer contribution / active EE | $5,053 | $4,565+10.7% | $3,949+28.0% | $4,660+8.4% |
| Participant deferral / active EE | $6,299 | $6,958-9.5% | $6,276+0.4% | $6,688-5.8% |
| Admin fee / account holder | $3,997 | $12,013-66.7% | $10,363-61.4% | $13,397-70.2% |