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 | $122,937 | $165,335-25.6% | $149,696-17.9% | $158,922-22.6% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | 20.49% | 348.15%-327.7pp | 276.60%-256.1pp | 302.83%-282.3pp |
| Employer contribution / active EE | $2,630 | $5,103-48.5% | $4,644-43.4% | $4,761-44.8% |
| Participant deferral / active EE | $3,407 | $7,181-52.6% | $6,842-50.2% | $5,982-43.0% |
| Admin fee / account holder | $20,224 | $10,807+87.1% | $9,309+117.3% | $11,246+79.8% |