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 | $100,765 | $165,335-39.1% | $149,696-32.7% | $158,922-36.6% |
| Participation rate | 84.2% | 84.6%-0.4pp | 82.5%+1.7pp | 82.0%+2.3pp |
| Annual return | 13.60% | 348.15%-334.6pp | 276.60%-263.0pp | 302.83%-289.2pp |
| Employer contribution / active EE | $12,217 | $5,103+139.4% | $4,644+163.1% | $4,761+156.6% |
| Participant deferral / active EE | $9,270 | $7,181+29.1% | $6,842+35.5% | $5,982+55.0% |
| Admin fee / account holder | $847 | $10,807-92.2% | $9,309-90.9% | $11,246-92.5% |