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 | $53,544 | $165,335-67.6% | $149,696-64.2% | $158,922-66.3% |
| Participation rate | 95.7% | 84.6%+11.1pp | 82.5%+13.2pp | 82.0%+13.7pp |
| Annual return | 13.77% | 348.15%-334.4pp | 276.60%-262.8pp | 302.83%-289.1pp |
| Employer contribution / active EE | $20,347 | $5,103+298.7% | $4,644+338.1% | $4,761+327.3% |
| Participant deferral / active EE | $3,712 | $7,181-48.3% | $6,842-45.7% | $5,982-37.9% |
| Admin fee / account holder | $14,054 | $10,807+30.0% | $9,309+51.0% | $11,246+25.0% |