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 | $100,106 | $158,398-36.8% | $126,539-20.9% | $142,382-29.7% |
| Participation rate | 82.6% | 75.8%+6.8pp | 69.8%+12.8pp | 80.1%+2.5pp |
| Annual return | 13.55% | 593.76%-580.2pp | 425.95%-412.4pp | 217.08%-203.5pp |
| Employer contribution / active EE | $5,031 | $4,650+8.2% | $3,674+36.9% | $4,299+17.0% |
| Participant deferral / active EE | $8,204 | $4,767+72.1% | $4,083+100.9% | $6,507+26.1% |
| Admin fee / account holder | $2,784 | $6,918-59.8% | $6,065-54.1% | $12,624-77.9% |