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 | $106,412 | $165,335-35.6% | $149,696-28.9% | $158,922-33.0% |
| Participation rate | 95.0% | 84.6%+10.4pp | 82.5%+12.5pp | 82.0%+13.0pp |
| Annual return | 16.62% | 348.15%-331.5pp | 276.60%-260.0pp | 302.83%-286.2pp |
| Employer contribution / active EE | $4,501 | $5,103-11.8% | $4,644-3.1% | $4,761-5.5% |
| Participant deferral / active EE | $10,652 | $7,181+48.3% | $6,842+55.7% | $5,982+78.1% |
| Admin fee / account holder | $18,913 | $10,807+75.0% | $9,309+103.2% | $11,246+68.2% |