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 | $107,876 | $165,335-34.8% | $149,696-27.9% | $158,922-32.1% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | 21.52% | 348.15%-326.6pp | 276.60%-255.1pp | 302.83%-281.3pp |
| Employer contribution / active EE | $2,668 | $5,103-47.7% | $4,644-42.5% | $4,761-44.0% |
| Participant deferral / active EE | $7,615 | $7,181+6.0% | $6,842+11.3% | $5,982+27.3% |
| Admin fee / account holder | $7,785 | $10,807-28.0% | $9,309-16.4% | $11,246-30.8% |