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 | $80,845 | $176,056-54.1% | $159,436-49.3% | $167,490-51.7% |
| Participation rate | 95.0% | 84.9%+10.1pp | 82.8%+12.2pp | 82.1%+12.9pp |
| Annual return | 15.68% | 331.75%-316.1pp | 263.57%-247.9pp | 478.56%-462.9pp |
| Employer contribution / active EE | $5,599 | $5,297+5.7% | $4,829+15.9% | $4,837+15.7% |
| Participant deferral / active EE | $15,532 | $7,750+100.4% | $7,352+111.3% | $6,341+144.9% |
| Admin fee / account holder | $3,080 | $12,554-75.5% | $10,799-71.5% | $12,309-75.0% |