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 | $125,895 | $165,335-23.9% | $149,696-15.9% | $158,922-20.8% |
| Participation rate | 95.5% | 84.6%+10.9pp | 82.5%+13.0pp | 82.0%+13.5pp |
| Annual return | 16.12% | 348.15%-332.0pp | 276.60%-260.5pp | 302.83%-286.7pp |
| Employer contribution / active EE | $9,847 | $5,103+93.0% | $4,644+112.0% | $4,761+106.8% |
| Participant deferral / active EE | $6,890 | $7,181-4.0% | $6,842+0.7% | $5,982+15.2% |
| Admin fee / account holder | $6,689 | $10,807-38.1% | $9,309-28.1% | $11,246-40.5% |