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 | $115,641 | $176,056-34.3% | $159,436-27.5% | $167,490-31.0% |
| Participation rate | 90.0% | 84.9%+5.1pp | 82.8%+7.2pp | 82.1%+7.9pp |
| Annual return | 31.15% | 331.75%-300.6pp | 263.57%-232.4pp | 478.56%-447.4pp |
| Employer contribution / active EE | $7,652 | $5,297+44.5% | $4,829+58.4% | $4,837+58.2% |
| Participant deferral / active EE | $20,536 | $7,750+165.0% | $7,352+179.3% | $6,341+223.8% |
| Admin fee / account holder | $1,485 | $12,554-88.2% | $10,799-86.3% | $12,309-87.9% |