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 | $28,730 | $165,335-82.6% | $149,696-80.8% | $158,922-81.9% |
| Participation rate | 85.0% | 84.6%+0.4pp | 82.5%+2.5pp | 82.0%+3.0pp |
| Annual return | 26.40% | 348.15%-321.7pp | 276.60%-250.2pp | 302.83%-276.4pp |
| Employer contribution / active EE | $3,770 | $5,103-26.1% | $4,644-18.8% | $4,761-20.8% |
| Participant deferral / active EE | $6,082 | $7,181-15.3% | $6,842-11.1% | $5,982+1.7% |
| Admin fee / account holder | $1,266 | $10,807-88.3% | $9,309-86.4% | $11,246-88.7% |