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 | $94,494 | $165,335-42.8% | $149,696-36.9% | $158,922-40.5% |
| Participation rate | 94.7% | 84.6%+10.2pp | 82.5%+12.3pp | 82.0%+12.8pp |
| Annual return | 18.08% | 348.15%-330.1pp | 276.60%-258.5pp | 302.83%-284.7pp |
| Employer contribution / active EE | $2,744 | $5,103-46.2% | $4,644-40.9% | $4,761-42.4% |
| Participant deferral / active EE | $7,296 | $7,181+1.6% | $6,842+6.6% | $5,982+22.0% |
| Admin fee / account holder | $6,095 | $10,807-43.6% | $9,309-34.5% | $11,246-45.8% |