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 | $64,618 | $209,411-69.1% | $178,490-63.8% | $158,922-59.3% |
| Participation rate | 90.0% | 86.3%+3.7pp | 81.9%+8.1pp | 82.0%+8.0pp |
| Annual return | 15.41% | 188.75%-173.3pp | 151.07%-135.7pp | 302.83%-287.4pp |
| Employer contribution / active EE | $2,869 | $5,706-49.7% | $5,011-42.7% | $4,761-39.7% |
| Participant deferral / active EE | $5,328 | $5,954-10.5% | $5,202+2.4% | $5,982-10.9% |
| Admin fee / account holder | $746 | $17,074-95.6% | $13,984-94.7% | $11,246-93.4% |