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 | $131,333 | $175,202-25.0% | $149,673-12.3% | $139,434-5.8% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 11.17% | 166.71%-155.5pp | 134.42%-123.3pp | 372.94%-361.8pp |
| Employer contribution / active EE | $5,479 | $5,474+0.1% | $4,818+13.7% | $4,751+15.3% |
| Participant deferral / active EE | $9,014 | $6,519+38.3% | $5,680+58.7% | $6,710+34.3% |
| Admin fee / account holder | $3,944 | $16,150-75.6% | $13,210-70.1% | $11,403-65.4% |