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 | $122,834 | $165,984-26.0% | $164,813-25.5% | $145,922-15.8% |
| Participation rate | 93.8% | 82.0%+11.7pp | 78.6%+15.1pp | 80.3%+13.5pp |
| Annual return | 9.09% | 100.03%-90.9pp | 69.93%-60.8pp | 561.29%-552.2pp |
| Employer contribution / active EE | $7,021 | $5,273+33.2% | $4,341+61.7% | $4,660+50.7% |
| Participant deferral / active EE | $7,411 | $6,959+6.5% | $6,031+22.9% | $6,688+10.8% |
| Admin fee / account holder | $650 | $16,648-96.1% | $12,690-94.9% | $13,397-95.1% |