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 | $147,752 | $176,056-16.1% | $159,436-7.3% | $167,490-11.8% |
| Participation rate | 86.7% | 84.9%+1.7pp | 82.8%+3.8pp | 82.1%+4.6pp |
| Annual return | 19.01% | 331.75%-312.7pp | 263.57%-244.6pp | 478.56%-459.5pp |
| Employer contribution / active EE | $2,667 | $5,297-49.7% | $4,829-44.8% | $4,837-44.9% |
| Participant deferral / active EE | $7,754 | $7,750+0.1% | $7,352+5.5% | $6,341+22.3% |
| Admin fee / account holder | $569 | $12,554-95.5% | $10,799-94.7% | $12,309-95.4% |