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 | $36,847 | $165,335-77.7% | $149,696-75.4% | $158,922-76.8% |
| Participation rate | 94.1% | 84.6%+9.5pp | 82.5%+11.6pp | 82.0%+12.2pp |
| Annual return | 20.44% | 348.15%-327.7pp | 276.60%-256.2pp | 302.83%-282.4pp |
| Employer contribution / active EE | $5,096 | $5,103-0.1% | $4,644+9.7% | $4,761+7.0% |
| Participant deferral / active EE | $11,943 | $7,181+66.3% | $6,842+74.6% | $5,982+99.6% |
| Admin fee / account holder | $3,985 | $10,807-63.1% | $9,309-57.2% | $11,246-64.6% |