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 | $97,514 | $209,411-53.4% | $178,490-45.4% | $158,922-38.6% |
| Participation rate | 90.5% | 86.3%+4.1pp | 81.9%+8.6pp | 82.0%+8.5pp |
| Annual return | 8.89% | 188.75%-179.9pp | 151.07%-142.2pp | 302.83%-293.9pp |
| Employer contribution / active EE | $8,871 | $5,706+55.5% | $5,011+77.0% | $4,761+86.3% |
| Participant deferral / active EE | $5,780 | $5,954-2.9% | $5,202+11.1% | $5,982-3.4% |
| Admin fee / account holder | $161,757 | $17,074+847.4% | $13,984+1056.7% | $11,246+1338.4% |