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 | $77,646 | $165,335-53.0% | $149,696-48.1% | $158,922-51.1% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+9.0pp |
| Annual return | 37.66% | 348.15%-310.5pp | 276.60%-238.9pp | 302.83%-265.2pp |
| Employer contribution / active EE | $3,819 | $5,103-25.2% | $4,644-17.8% | $4,761-19.8% |
| Participant deferral / active EE | $7,004 | $7,181-2.5% | $6,842+2.4% | $5,982+17.1% |
| Admin fee / account holder | $3,228 | $10,807-70.1% | $9,309-65.3% | $11,246-71.3% |