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 | $136,463 | $217,402-37.2% | $185,823-26.6% | $167,490-18.5% |
| Participation rate | 93.8% | 86.0%+7.7pp | 81.7%+12.0pp | 82.1%+11.6pp |
| Annual return | 16.38% | 148.36%-132.0pp | 122.05%-105.7pp | 478.56%-462.2pp |
| Employer contribution / active EE | $6,873 | $5,873+17.0% | $5,167+33.0% | $4,837+42.1% |
| Participant deferral / active EE | $3,515 | $6,356-44.7% | $5,568-36.9% | $6,341-44.6% |
| Admin fee / account holder | $2,598 | $19,811-86.9% | $16,237-84.0% | $12,309-78.9% |