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 | $122,683 | $126,574-3.1% | $106,213+15.5% | $145,922-15.9% |
| Participation rate | 90.0% | 77.6%+12.4pp | 75.3%+14.7pp | 80.3%+9.7pp |
| Annual return | 10.06% | 224.79%-214.7pp | 116.14%-106.1pp | 561.29%-551.2pp |
| Employer contribution / active EE | $3,097 | $3,730-17.0% | $3,171-2.4% | $4,660-33.5% |
| Participant deferral / active EE | $6,946 | $5,724+21.4% | $5,016+38.5% | $6,688+3.9% |
| Admin fee / account holder | $5,750 | $17,304-66.8% | $11,033-47.9% | $13,397-57.1% |