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 | $97,395 | $202,432-51.9% | $169,368-42.5% | $139,434-30.1% |
| Participation rate | 90.0% | 81.1%+8.9pp | 77.1%+12.9pp | 80.3%+9.7pp |
| Annual return | 20.22% | 531.74%-511.5pp | 405.60%-385.4pp | 372.94%-352.7pp |
| Employer contribution / active EE | $4,424 | $4,692-5.7% | $4,013+10.2% | $4,751-6.9% |
| Participant deferral / active EE | $5,008 | $6,938-27.8% | $6,221-19.5% | $6,710-25.4% |
| Admin fee / account holder | $909 | $10,708-91.5% | $9,003-89.9% | $11,403-92.0% |