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 | $64,059 | $165,335-61.3% | $149,696-57.2% | $158,922-59.7% |
| Participation rate | 94.1% | 84.6%+9.5pp | 82.5%+11.6pp | 82.0%+12.2pp |
| Annual return | 29.50% | 348.15%-318.6pp | 276.60%-247.1pp | 302.83%-273.3pp |
| Employer contribution / active EE | $3,458 | $5,103-32.2% | $4,644-25.5% | $4,761-27.4% |
| Participant deferral / active EE | $5,907 | $7,181-17.7% | $6,842-13.7% | $5,982-1.3% |
| Admin fee / account holder | $2,327 | $10,807-78.5% | $9,309-75.0% | $11,246-79.3% |