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 | $105,268 | $138,044-23.7% | $125,339-16.0% | $134,475-21.7% |
| Participation rate | 92.3% | 84.5%+7.8pp | 82.4%+9.9pp | 81.2%+11.1pp |
| Annual return | 10.67% | 750.33%-739.7pp | 572.05%-561.4pp | 417.96%-407.3pp |
| Employer contribution / active EE | $4,163 | $5,243-20.6% | $4,814-13.5% | $4,740-12.2% |
| Participant deferral / active EE | $4,528 | $7,799-41.9% | $7,446-39.2% | $6,400-29.2% |
| Admin fee / account holder | $6,668 | $11,571-42.4% | $10,010-33.4% | $11,426-41.6% |