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 | $137,627 | $202,318-32.0% | $172,739-20.3% | $152,861-10.0% |
| Participation rate | 90.0% | 87.1%+2.9pp | 82.6%+7.4pp | 82.4%+7.6pp |
| Annual return | 22.87% | 1029.65%-1006.8pp | 802.84%-780.0pp | 345.32%-322.4pp |
| Employer contribution / active EE | $3,250 | $5,856-44.5% | $5,143-36.8% | $4,762-31.8% |
| Participant deferral / active EE | $3,401 | $5,948-42.8% | $5,198-34.6% | $5,850-41.9% |
| Admin fee / account holder | $15,594 | $17,109-8.9% | $13,954+11.8% | $11,596+34.5% |