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 | $128,514 | $144,119-10.8% | $117,854+9.0% | $147,584-12.9% |
| Participation rate | 93.8% | 83.4%+10.3pp | 79.7%+14.1pp | 82.8%+10.9pp |
| Annual return | 20.48% | 531.15%-510.7pp | 335.08%-314.6pp | 578.55%-558.1pp |
| Employer contribution / active EE | $3,225 | $4,896-34.1% | $3,786-14.8% | $4,876-33.9% |
| Participant deferral / active EE | $5,041 | $5,316-5.2% | $4,482+12.5% | $5,439-7.3% |
| Admin fee / account holder | $2,308 | $10,886-78.8% | $8,020-71.2% | $10,885-78.8% |