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 9-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 | $27,028 | $165,335-83.7% | $149,696-81.9% | $158,922-83.0% |
| Participation rate | 94.4% | 84.6%+9.9pp | 82.5%+12.0pp | 82.0%+12.5pp |
| Annual return | 10.89% | 348.15%-337.3pp | 276.60%-265.7pp | 302.83%-291.9pp |
| Employer contribution / active EE | $3,025 | $5,103-40.7% | $4,644-34.9% | $4,761-36.5% |
| Participant deferral / active EE | $5,399 | $7,181-24.8% | $6,842-21.1% | $5,982-9.7% |
| Admin fee / account holder | $19,018 | $10,807+76.0% | $9,309+104.3% | $11,246+69.1% |