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 | $129,825 | $209,411-38.0% | $178,490-27.3% | $158,922-18.3% |
| Participation rate | 90.9% | 86.3%+4.6pp | 81.9%+9.0pp | 82.0%+9.0pp |
| Annual return | 9.73% | 188.75%-179.0pp | 151.07%-141.3pp | 302.83%-293.1pp |
| Employer contribution / active EE | $1,501 | $5,706-73.7% | $5,011-70.0% | $4,761-68.5% |
| Participant deferral / active EE | $6,003 | $5,954+0.8% | $5,202+15.4% | $5,982+0.4% |
| Admin fee / account holder | $28,551 | $17,074+67.2% | $13,984+104.2% | $11,246+153.9% |