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 | $29,458 | $165,335-82.2% | $149,696-80.3% | $158,922-81.5% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | 18.37% | 348.15%-329.8pp | 276.60%-258.2pp | 302.83%-284.5pp |
| Employer contribution / active EE | $3,963 | $5,103-22.3% | $4,644-14.7% | $4,761-16.8% |
| Participant deferral / active EE | $6,120 | $7,181-14.8% | $6,842-10.5% | $5,982+2.3% |
| Admin fee / account holder | $1,175 | $10,807-89.1% | $9,309-87.4% | $11,246-89.6% |