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 | $116,246 | $165,335-29.7% | $149,696-22.3% | $158,922-26.9% |
| Participation rate | 95.2% | 84.6%+10.7pp | 82.5%+12.8pp | 82.0%+13.3pp |
| Annual return | 14.78% | 348.15%-333.4pp | 276.60%-261.8pp | 302.83%-288.0pp |
| Employer contribution / active EE | $6,452 | $5,103+26.4% | $4,644+38.9% | $4,761+35.5% |
| Participant deferral / active EE | $7,833 | $7,181+9.1% | $6,842+14.5% | $5,982+30.9% |
| Admin fee / account holder | $45,352 | $10,807+319.7% | $9,309+387.2% | $11,246+303.3% |