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 | $33,366 | $132,634-74.8% | $115,768-71.2% | $137,256-75.7% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.4%+13.1pp | 80.0%+7.5pp |
| Annual return | 10.50% | 160.70%-150.2pp | 100.46%-90.0pp | 220.34%-209.8pp |
| Employer contribution / active EE | $3,006 | $3,360-10.5% | $2,940+2.3% | $4,156-27.7% |
| Participant deferral / active EE | $4,380 | $5,619-22.0% | $4,917-10.9% | $6,407-31.6% |
| Admin fee / account holder | $6,649 | $15,028-55.8% | $12,439-46.6% | $12,270-45.8% |