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 | $117,956 | $165,984-28.9% | $164,813-28.4% | $145,922-19.2% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.6%+10.3pp | 80.3%+8.6pp |
| Annual return | 14.39% | 100.03%-85.6pp | 69.93%-55.5pp | 561.29%-546.9pp |
| Employer contribution / active EE | $5,927 | $5,273+12.4% | $4,341+36.5% | $4,660+27.2% |
| Participant deferral / active EE | $10,956 | $6,959+57.4% | $6,031+81.6% | $6,688+63.8% |
| Admin fee / account holder | $39,769 | $16,648+138.9% | $12,690+213.4% | $13,397+196.8% |