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 | $45,535 | $107,334-57.6% | $92,893-51.0% | $152,861-70.2% |
| Participation rate | 94.4% | 79.8%+14.7pp | 76.0%+18.4pp | 82.4%+12.0pp |
| Annual return | 22.13% | 145.58%-123.5pp | 109.41%-87.3pp | 345.32%-323.2pp |
| Employer contribution / active EE | $2,034 | $4,221-51.8% | $3,653-44.3% | $4,762-57.3% |
| Participant deferral / active EE | $5,476 | $4,845+13.0% | $4,236+29.3% | $5,850-6.4% |
| Admin fee / account holder | $8,347 | $7,079+17.9% | $5,794+44.1% | $11,596-28.0% |