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 | $49,936 | $165,335-69.8% | $149,696-66.6% | $158,922-68.6% |
| Participation rate | 91.3% | 84.6%+6.7pp | 82.5%+8.8pp | 82.0%+9.3pp |
| Annual return | 18.12% | 348.15%-330.0pp | 276.60%-258.5pp | 302.83%-284.7pp |
| Employer contribution / active EE | $7,572 | $5,103+48.4% | $4,644+63.0% | $4,761+59.0% |
| Participant deferral / active EE | $7,532 | $7,181+4.9% | $6,842+10.1% | $5,982+25.9% |
| Admin fee / account holder | $9,013 | $10,807-16.6% | $9,309-3.2% | $11,246-19.9% |