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 | $111,368 | $144,119-22.7% | $117,854-5.5% | $147,584-24.5% |
| Participation rate | 90.0% | 83.4%+6.6pp | 79.7%+10.3pp | 82.8%+7.2pp |
| Annual return | 16.40% | 531.15%-514.7pp | 335.08%-318.7pp | 578.55%-562.1pp |
| Employer contribution / active EE | $2,751 | $4,896-43.8% | $3,786-27.3% | $4,876-43.6% |
| Participant deferral / active EE | $5,112 | $5,316-3.8% | $4,482+14.1% | $5,439-6.0% |
| Admin fee / account holder | $44,109 | $10,886+305.2% | $8,020+450.0% | $10,885+305.2% |