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 | $137,003 | $180,449-24.1% | $154,107-11.1% | $135,375+1.2% |
| Participation rate | 95.8% | 87.4%+8.4pp | 83.0%+12.8pp | 82.6%+13.2pp |
| Annual return | 10.57% | 888.09%-877.5pp | 735.12%-724.5pp | 519.73%-509.2pp |
| Employer contribution / active EE | $4,993 | $6,035-17.3% | $5,298-5.7% | $4,779+4.5% |
| Participant deferral / active EE | $6,864 | $5,806+18.2% | $5,081+35.1% | $5,609+22.4% |
| Admin fee / account holder | $10,584 | $16,143-34.4% | $13,411-21.1% | $10,827-2.2% |