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 | $140,714 | $109,327+28.7% | $89,391+57.4% | $158,922-11.5% |
| Participation rate | 70.0% | 74.3%-4.3pp | 68.0%+2.0pp | 82.0%-12.0pp |
| Annual return | 7.55% | 345.68%-338.1pp | 245.62%-238.1pp | 302.83%-295.3pp |
| Employer contribution / active EE | $10,592 | $3,170+234.2% | $2,586+309.7% | $4,761+122.5% |
| Participant deferral / active EE | $5,912 | $4,598+28.6% | $3,890+52.0% | $5,982-1.2% |
| Admin fee / account holder | $1,916 | $6,153-68.9% | $4,881-60.7% | $11,246-83.0% |