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 | $131,705 | $165,335-20.3% | $149,696-12.0% | $158,922-17.1% |
| Participation rate | 92.3% | 84.6%+7.7pp | 82.5%+9.8pp | 82.0%+10.3pp |
| Annual return | 14.62% | 348.15%-333.5pp | 276.60%-262.0pp | 302.83%-288.2pp |
| Employer contribution / active EE | $9,591 | $5,103+87.9% | $4,644+106.5% | $4,761+101.4% |
| Participant deferral / active EE | $3,476 | $7,181-51.6% | $6,842-49.2% | $5,982-41.9% |
| Admin fee / account holder | $1,036 | $10,807-90.4% | $9,309-88.9% | $11,246-90.8% |