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 | $138,006 | $209,411-34.1% | $178,490-22.7% | $158,922-13.2% |
| Participation rate | 95.0% | 86.3%+8.7pp | 81.9%+13.1pp | 82.0%+13.0pp |
| Annual return | 18.02% | 188.75%-170.7pp | 151.07%-133.0pp | 302.83%-284.8pp |
| Employer contribution / active EE | $2,073 | $5,706-63.7% | $5,011-58.6% | $4,761-56.5% |
| Participant deferral / active EE | $8,517 | $5,954+43.0% | $5,202+63.7% | $5,982+42.4% |
| Admin fee / account holder | $538 | $17,074-96.9% | $13,984-96.2% | $11,246-95.2% |