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 | $82,705 | $175,202-52.8% | $149,673-44.7% | $139,434-40.7% |
| Participation rate | 93.3% | 83.4%+10.0pp | 78.8%+14.6pp | 80.3%+13.0pp |
| Annual return | 10.88% | 166.71%-155.8pp | 134.42%-123.5pp | 372.94%-362.1pp |
| Employer contribution / active EE | $5,680 | $5,474+3.8% | $4,818+17.9% | $4,751+19.6% |
| Participant deferral / active EE | $5,680 | $6,519-12.9% | $5,6800% | $6,710-15.4% |
| Admin fee / account holder | $24,486 | $16,150+51.6% | $13,210+85.4% | $11,403+114.7% |