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 | $140,840 | $177,572-20.7% | $154,803-9.0% | $142,382-1.1% |
| Participation rate | 94.4% | 82.1%+12.4pp | 78.1%+16.4pp | 80.1%+14.3pp |
| Annual return | 14.76% | 65.07%-50.3pp | 58.88%-44.1pp | 217.08%-202.3pp |
| Employer contribution / active EE | $4,134 | $4,810-14.1% | $4,305-4.0% | $4,299-3.8% |
| Participant deferral / active EE | $10,304 | $6,272+64.3% | $5,540+86.0% | $6,507+58.3% |
| Admin fee / account holder | $23,654 | $16,786+40.9% | $14,329+65.1% | $12,624+87.4% |