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 | $114,885 | $169,032-32.0% | $129,207-11.1% | $145,922-21.3% |
| Participation rate | 92.9% | 76.4%+16.4pp | 69.6%+23.2pp | 80.3%+12.6pp |
| Annual return | 14.03% | 14330.11%-14316.1pp | 9417.33%-9403.3pp | 561.29%-547.3pp |
| Employer contribution / active EE | $5,877 | $5,537+6.1% | $4,153+41.5% | $4,660+26.1% |
| Participant deferral / active EE | $7,771 | $4,987+55.8% | $4,168+86.5% | $6,688+16.2% |
| Admin fee / account holder | $1,080 | $9,954-89.2% | $7,715-86.0% | $13,397-91.9% |