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 | $94,317 | $169,032-44.2% | $129,207-27.0% | $145,922-35.4% |
| Participation rate | 94.1% | 76.4%+17.7pp | 69.6%+24.5pp | 80.3%+13.8pp |
| Annual return | 8.32% | 14330.11%-14321.8pp | 9417.33%-9409.0pp | 561.29%-553.0pp |
| Employer contribution / active EE | $2,940 | $5,537-46.9% | $4,153-29.2% | $4,660-36.9% |
| Participant deferral / active EE | $1,298 | $4,987-74.0% | $4,168-68.9% | $6,688-80.6% |
| Admin fee / account holder | $11,707 | $9,954+17.6% | $7,715+51.7% | $13,397-12.6% |