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 | $119,340 | $165,335-27.8% | $149,696-20.3% | $158,922-24.9% |
| Participation rate | 93.3% | 84.6%+8.8pp | 82.5%+10.9pp | 82.0%+11.4pp |
| Annual return | 11.38% | 348.15%-336.8pp | 276.60%-265.2pp | 302.83%-291.4pp |
| Employer contribution / active EE | $4,836 | $5,103-5.2% | $4,644+4.1% | $4,761+1.6% |
| Participant deferral / active EE | $9,794 | $7,181+36.4% | $6,842+43.1% | $5,982+63.7% |
| Admin fee / account holder | $36,381 | $10,807+236.7% | $9,309+290.8% | $11,246+223.5% |