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 | $116,764 | $232,540-49.8% | $185,117-36.9% | $147,584-20.9% |
| Participation rate | 95.0% | 82.4%+12.6pp | 77.3%+17.7pp | 82.8%+12.2pp |
| Annual return | 20.15% | 43.03%-22.9pp | 40.50%-20.3pp | 578.55%-558.4pp |
| Employer contribution / active EE | $5,064 | $5,195-2.5% | $4,182+21.1% | $4,876+3.8% |
| Participant deferral / active EE | $9,141 | $5,834+56.7% | $5,045+81.2% | $5,439+68.1% |
| Admin fee / account holder | $996 | $10,275-90.3% | $8,159-87.8% | $10,885-90.9% |