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 | $127,326 | $176,056-27.7% | $159,436-20.1% | $167,490-24.0% |
| Participation rate | 84.6% | 84.9%-0.3pp | 82.8%+1.8pp | 82.1%+2.5pp |
| Annual return | 10.85% | 331.75%-320.9pp | 263.57%-252.7pp | 478.56%-467.7pp |
| Employer contribution / active EE | $3,348 | $5,297-36.8% | $4,829-30.7% | $4,837-30.8% |
| Participant deferral / active EE | $6,902 | $7,750-10.9% | $7,352-6.1% | $6,341+8.8% |
| Admin fee / account holder | $1,964 | $12,554-84.4% | $10,799-81.8% | $12,309-84.0% |