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 | $113,484 | $169,032-32.9% | $129,207-12.2% | $145,922-22.2% |
| Participation rate | 95.5% | 76.4%+19.0pp | 69.6%+25.8pp | 80.3%+15.2pp |
| Annual return | 11.06% | 14330.11%-14319.1pp | 9417.33%-9406.3pp | 561.29%-550.2pp |
| Employer contribution / active EE | $6,176 | $5,537+11.6% | $4,153+48.7% | $4,660+32.5% |
| Participant deferral / active EE | $5,519 | $4,987+10.7% | $4,168+32.4% | $6,688-17.5% |
| Admin fee / account holder | $14,867 | $9,954+49.4% | $7,715+92.7% | $13,397+11.0% |