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 | $122,983 | $165,335-25.6% | $149,696-17.8% | $158,922-22.6% |
| Participation rate | 91.7% | 84.6%+7.1pp | 82.5%+9.2pp | 82.0%+9.7pp |
| Annual return | 19.54% | 348.15%-328.6pp | 276.60%-257.1pp | 302.83%-283.3pp |
| Employer contribution / active EE | $2,313 | $5,103-54.7% | $4,644-50.2% | $4,761-51.4% |
| Participant deferral / active EE | $5,239 | $7,181-27.1% | $6,842-23.4% | $5,982-12.4% |
| Admin fee / account holder | $10,269 | $10,807-5.0% | $9,309+10.3% | $11,246-8.7% |