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 | $92,157 | $135,635-32.1% | $110,238-16.4% | $135,375-31.9% |
| Participation rate | 91.7% | 83.5%+8.2pp | 79.8%+11.8pp | 82.6%+9.0pp |
| Annual return | 8.38% | 513.19%-504.8pp | 314.74%-306.4pp | 519.73%-511.4pp |
| Employer contribution / active EE | $2,134 | $4,906-56.5% | $3,826-44.2% | $4,779-55.3% |
| Participant deferral / active EE | $7,191 | $5,506+30.6% | $4,672+53.9% | $5,609+28.2% |
| Admin fee / account holder | $17,778 | $11,457+55.2% | $8,547+108.0% | $10,827+64.2% |