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 | $97,741 | $144,119-32.2% | $117,854-17.1% | $147,584-33.8% |
| Participation rate | 87.5% | 83.4%+4.1pp | 79.7%+7.8pp | 82.8%+4.7pp |
| Annual return | 11.74% | 531.15%-519.4pp | 335.08%-323.3pp | 578.55%-566.8pp |
| Employer contribution / active EE | $4,987 | $4,896+1.8% | $3,786+31.7% | $4,876+2.3% |
| Participant deferral / active EE | $10,778 | $5,316+102.7% | $4,482+140.5% | $5,439+98.2% |
| Admin fee / account holder | $4,957 | $10,886-54.5% | $8,020-38.2% | $10,885-54.5% |