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 | $92,625 | $144,119-35.7% | $117,854-21.4% | $147,584-37.2% |
| Participation rate | 94.7% | 83.4%+11.3pp | 79.7%+15.1pp | 82.8%+11.9pp |
| Annual return | 10.23% | 531.15%-520.9pp | 335.08%-324.9pp | 578.55%-568.3pp |
| Employer contribution / active EE | $10,544 | $4,896+115.3% | $3,786+178.5% | $4,876+116.2% |
| Participant deferral / active EE | $5,709 | $5,316+7.4% | $4,482+27.4% | $5,439+5.0% |
| Admin fee / account holder | $2,922 | $10,886-73.2% | $8,020-63.6% | $10,885-73.2% |