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 | $101,505 | $165,335-38.6% | $149,696-32.2% | $158,922-36.1% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 21.14% | 348.15%-327.0pp | 276.60%-255.5pp | 302.83%-281.7pp |
| Employer contribution / active EE | $3,107 | $5,103-39.1% | $4,644-33.1% | $4,761-34.7% |
| Participant deferral / active EE | $5,650 | $7,181-21.3% | $6,842-17.4% | $5,982-5.6% |
| Admin fee / account holder | $383 | $10,807-96.5% | $9,309-95.9% | $11,246-96.6% |