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 | $121,424 | $202,432-40.0% | $169,368-28.3% | $139,434-12.9% |
| Participation rate | 90.0% | 81.1%+8.9pp | 77.1%+12.9pp | 80.3%+9.7pp |
| Annual return | 11.67% | 531.74%-520.1pp | 405.60%-393.9pp | 372.94%-361.3pp |
| Employer contribution / active EE | $1,343 | $4,692-71.4% | $4,013-66.5% | $4,751-71.7% |
| Participant deferral / active EE | $4,979 | $6,938-28.2% | $6,221-20.0% | $6,710-25.8% |
| Admin fee / account holder | $1,796 | $10,708-83.2% | $9,003-80.1% | $11,403-84.2% |