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 | $88,100 | $165,584-46.8% | $142,942-38.4% | $137,256-35.8% |
| Participation rate | 93.8% | 80.1%+13.7pp | 76.8%+16.9pp | 80.0%+13.8pp |
| Annual return | 11.20% | 164.22%-153.0pp | 113.70%-102.5pp | 220.34%-209.1pp |
| Employer contribution / active EE | $11,144 | $4,725+135.8% | $4,139+169.2% | $4,156+168.1% |
| Participant deferral / active EE | $5,572 | $8,194-32.0% | $7,128-21.8% | $6,407-13.0% |
| Admin fee / account holder | $3,826 | $16,167-76.3% | $12,475-69.3% | $12,270-68.8% |