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 | $61,610 | $176,056-65.0% | $159,436-61.4% | $167,490-63.2% |
| Participation rate | 91.7% | 84.9%+6.7pp | 82.8%+8.8pp | 82.1%+9.6pp |
| Annual return | 18.87% | 331.75%-312.9pp | 263.57%-244.7pp | 478.56%-459.7pp |
| Employer contribution / active EE | $10,643 | $5,297+100.9% | $4,829+120.4% | $4,837+120.0% |
| Participant deferral / active EE | $10,291 | $7,750+32.8% | $7,352+40.0% | $6,341+62.3% |
| Admin fee / account holder | $2,074 | $12,554-83.5% | $10,799-80.8% | $12,309-83.2% |