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 | $133,940 | $198,466-32.5% | $170,442-21.4% | $147,584-9.2% |
| Participation rate | 90.9% | 88.0%+2.9pp | 83.6%+7.3pp | 82.8%+8.1pp |
| Annual return | 16.78% | 257.29%-240.5pp | 205.93%-189.2pp | 578.55%-561.8pp |
| Employer contribution / active EE | $6,724 | $6,184+8.7% | $5,433+23.8% | $4,876+37.9% |
| Participant deferral / active EE | $2,631 | $5,629-53.3% | $4,939-46.7% | $5,439-51.6% |
| Admin fee / account holder | $1,046 | $16,852-93.8% | $13,880-92.5% | $10,885-90.4% |