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 | $93,078 | $165,335-43.7% | $149,696-37.8% | $158,922-41.4% |
| Participation rate | 93.3% | 84.6%+8.8pp | 82.5%+10.9pp | 82.0%+11.4pp |
| Annual return | 11.46% | 348.15%-336.7pp | 276.60%-265.1pp | 302.83%-291.4pp |
| Employer contribution / active EE | $10,057 | $5,103+97.1% | $4,644+116.5% | $4,761+111.2% |
| Participant deferral / active EE | $13,695 | $7,181+90.7% | $6,842+100.2% | $5,982+128.9% |
| Admin fee / account holder | $46,689 | $10,807+332.0% | $9,309+401.6% | $11,246+315.2% |