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 | $93,033 | $198,466-53.1% | $170,442-45.4% | $147,584-37.0% |
| Participation rate | 93.3% | 88.0%+5.4pp | 83.6%+9.7pp | 82.8%+10.5pp |
| Annual return | 13.75% | 257.29%-243.5pp | 205.93%-192.2pp | 578.55%-564.8pp |
| Employer contribution / active EE | $5,315 | $6,184-14.0% | $5,433-2.2% | $4,876+9.0% |
| Participant deferral / active EE | $4,482 | $5,629-20.4% | $4,939-9.3% | $5,439-17.6% |
| Admin fee / account holder | $1,756 | $16,852-89.6% | $13,880-87.3% | $10,885-83.9% |