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 | $33,944 | $165,335-79.5% | $149,696-77.3% | $158,922-78.6% |
| Participation rate | 91.7% | 84.6%+7.1pp | 82.5%+9.2pp | 82.0%+9.7pp |
| Annual return | 18.12% | 348.15%-330.0pp | 276.60%-258.5pp | 302.83%-284.7pp |
| Employer contribution / active EE | $4,140 | $5,103-18.9% | $4,644-10.9% | $4,761-13.0% |
| Participant deferral / active EE | $7,749 | $7,181+7.9% | $6,842+13.3% | $5,982+29.5% |
| Admin fee / account holder | $3,609 | $10,807-66.6% | $9,309-61.2% | $11,246-67.9% |