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 | $122,859 | $180,449-31.9% | $154,107-20.3% | $135,375-9.2% |
| Participation rate | 94.4% | 87.4%+7.0pp | 83.0%+11.4pp | 82.6%+11.8pp |
| Annual return | 6.55% | 888.09%-881.5pp | 735.12%-728.6pp | 519.73%-513.2pp |
| Employer contribution / active EE | $2,924 | $6,035-51.6% | $5,298-44.8% | $4,779-38.8% |
| Participant deferral / active EE | $4,473 | $5,806-23.0% | $5,081-12.0% | $5,609-20.3% |
| Admin fee / account holder | $4,045 | $16,143-74.9% | $13,411-69.8% | $10,827-62.6% |