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 | $130,800 | $209,336-37.5% | $197,124-33.6% | $137,256-4.7% |
| Participation rate | 94.7% | 87.3%+7.4pp | 86.7%+8.0pp | 80.0%+14.8pp |
| Annual return | 21.23% | 48.09%-26.9pp | 44.34%-23.1pp | 220.34%-199.1pp |
| Employer contribution / active EE | $5,420 | $6,591-17.8% | $6,227-13.0% | $4,156+30.4% |
| Participant deferral / active EE | $10,845 | $9,614+12.8% | $9,135+18.7% | $6,407+69.3% |
| Admin fee / account holder | $8,420 | $17,308-51.3% | $16,298-48.3% | $12,270-31.4% |