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 | $98,849 | $144,119-31.4% | $117,854-16.1% | $147,584-33.0% |
| Participation rate | 88.9% | 83.4%+5.5pp | 79.7%+9.2pp | 82.8%+6.1pp |
| Annual return | 11.39% | 531.15%-519.8pp | 335.08%-323.7pp | 578.55%-567.2pp |
| Employer contribution / active EE | $3,581 | $4,896-26.9% | $3,786-5.4% | $4,876-26.6% |
| Participant deferral / active EE | $6,188 | $5,316+16.4% | $4,482+38.1% | $5,439+13.8% |
| Admin fee / account holder | $1,124 | $10,886-89.7% | $8,020-86.0% | $10,885-89.7% |