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 | $30,209 | $144,119-79.0% | $117,854-74.4% | $147,584-79.5% |
| Participation rate | 83.3% | 83.4%-0.1pp | 79.7%+3.7pp | 82.8%+0.5pp |
| Annual return | 10.97% | 531.15%-520.2pp | 335.08%-324.1pp | 578.55%-567.6pp |
| Employer contribution / active EE | $1,131 | $4,896-76.9% | $3,786-70.1% | $4,876-76.8% |
| Participant deferral / active EE | $1,886 | $5,316-64.5% | $4,482-57.9% | $5,439-65.3% |
| Admin fee / account holder | $10,241 | $10,886-5.9% | $8,020+27.7% | $10,885-5.9% |