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 | $119,155 | $183,963-35.2% | $162,163-26.5% | $152,861-22.1% |
| Participation rate | 95.5% | 88.5%+6.9pp | 87.6%+7.9pp | 82.4%+13.0pp |
| Annual return | 20.57% | 150.76%-130.2pp | 115.59%-95.0pp | 345.32%-324.7pp |
| Employer contribution / active EE | $5,128 | $6,371-19.5% | $5,614-8.6% | $4,762+7.7% |
| Participant deferral / active EE | $9,438 | $8,034+17.5% | $7,298+29.3% | $5,850+61.3% |
| Admin fee / account holder | $17,314 | $13,121+32.0% | $10,843+59.7% | $11,596+49.3% |