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 | $119,039 | $159,934-25.6% | $147,005-19.0% | $145,959-18.4% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 10.58% | 98.24%-87.7pp | 418.76%-408.2pp | 561.95%-551.4pp |
| Employer contribution / active EE | $2,563 | $5,287-51.5% | $4,934-48.1% | $4,661-45.0% |
| Participant deferral / active EE | $7,564 | $8,427-10.2% | $8,070-6.3% | $6,689+13.1% |
| Admin fee / account holder | $527 | $15,053-96.5% | $13,006-95.9% | $13,398-96.1% |