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 | $68,406 | $165,335-58.6% | $149,696-54.3% | $158,922-57.0% |
| Participation rate | 95.5% | 84.6%+10.9pp | 82.5%+13.0pp | 82.0%+13.5pp |
| Annual return | 28.69% | 348.15%-319.5pp | 276.60%-247.9pp | 302.83%-274.1pp |
| Employer contribution / active EE | $12,557 | $5,103+146.1% | $4,644+170.4% | $4,761+163.7% |
| Participant deferral / active EE | $12,557 | $7,181+74.9% | $6,842+83.5% | $5,982+109.9% |
| Admin fee / account holder | $532 | $10,807-95.1% | $9,309-94.3% | $11,246-95.3% |