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 | $117,355 | $175,202-33.0% | $149,673-21.6% | $139,434-15.8% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 14.05% | 166.71%-152.7pp | 134.42%-120.4pp | 372.94%-358.9pp |
| Employer contribution / active EE | $5,551 | $5,474+1.4% | $4,818+15.2% | $4,751+16.9% |
| Participant deferral / active EE | $3,933 | $6,519-39.7% | $5,680-30.8% | $6,710-41.4% |
| Admin fee / account holder | $826 | $16,150-94.9% | $13,210-93.8% | $11,403-92.8% |