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 | $29,537 | $165,335-82.1% | $149,696-80.3% | $158,922-81.4% |
| Participation rate | 94.1% | 84.6%+9.5pp | 82.5%+11.6pp | 82.0%+12.2pp |
| Annual return | 9.27% | 348.15%-338.9pp | 276.60%-267.3pp | 302.83%-293.6pp |
| Employer contribution / active EE | $7,428 | $5,103+45.6% | $4,644+59.9% | $4,761+56.0% |
| Participant deferral / active EE | $6,180 | $7,181-13.9% | $6,842-9.7% | $5,982+3.3% |
| Admin fee / account holder | $65,967 | $10,807+510.4% | $9,309+608.7% | $11,246+486.6% |