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 | $55,756 | $176,056-68.3% | $159,436-65.0% | $167,490-66.7% |
| Participation rate | 95.7% | 84.9%+10.7pp | 82.8%+12.8pp | 82.1%+13.5pp |
| Annual return | 15.52% | 331.75%-316.2pp | 263.57%-248.1pp | 478.56%-463.0pp |
| Employer contribution / active EE | $5,393 | $5,297+1.8% | $4,829+11.7% | $4,837+11.5% |
| Participant deferral / active EE | $7,236 | $7,750-6.6% | $7,352-1.6% | $6,341+14.1% |
| Admin fee / account holder | $5,893 | $12,554-53.1% | $10,799-45.4% | $12,309-52.1% |