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 | $33,051 | $180,449-81.7% | $154,107-78.6% | $135,375-75.6% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | 2.49% | 888.09%-885.6pp | 735.12%-732.6pp | 519.73%-517.2pp |
| Employer contribution / active EE | $6,090 | $6,035+0.9% | $5,298+15.0% | $4,779+27.4% |
| Participant deferral / active EE | $5,584 | $5,806-3.8% | $5,081+9.9% | $5,609-0.4% |
| Admin fee / account holder | $136,358 | $16,143+744.7% | $13,411+916.8% | $10,827+1159.4% |