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 | $75,975 | $165,335-54.0% | $149,696-49.2% | $158,922-52.2% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 9.38% | 348.15%-338.8pp | 276.60%-267.2pp | 302.83%-293.4pp |
| Employer contribution / active EE | $3,166 | $5,103-38.0% | $4,644-31.8% | $4,761-33.5% |
| Participant deferral / active EE | $7,825 | $7,181+9.0% | $6,842+14.4% | $5,982+30.8% |
| Admin fee / account holder | $556 | $10,807-94.9% | $9,309-94.0% | $11,246-95.1% |