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 | $32,530 | $209,411-84.5% | $178,490-81.8% | $158,922-79.5% |
| Participation rate | 91.7% | 86.3%+5.3pp | 81.9%+9.7pp | 82.0%+9.7pp |
| Annual return | 9.97% | 188.75%-178.8pp | 151.07%-141.1pp | 302.83%-292.9pp |
| Employer contribution / active EE | $8,705 | $5,706+52.5% | $5,011+73.7% | $4,761+82.8% |
| Participant deferral / active EE | $4,185 | $5,954-29.7% | $5,202-19.6% | $5,982-30.0% |
| Admin fee / account holder | $16,368 | $17,074-4.1% | $13,984+17.0% | $11,246+45.5% |