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 | $34,466 | $176,056-80.4% | $159,436-78.4% | $167,490-79.4% |
| Participation rate | 82.4% | 84.9%-2.6pp | 82.8%-0.5pp | 82.1%+0.2pp |
| Annual return | 13.61% | 331.75%-318.1pp | 263.57%-250.0pp | 478.56%-465.0pp |
| Employer contribution / active EE | $7,045 | $5,297+33.0% | $4,829+45.9% | $4,837+45.6% |
| Participant deferral / active EE | $10,071 | $7,750+29.9% | $7,352+37.0% | $6,341+58.8% |
| Admin fee / account holder | $8,541 | $12,554-32.0% | $10,799-20.9% | $12,309-30.6% |