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 | $107,106 | $175,202-38.9% | $149,673-28.4% | $139,434-23.2% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 23.81% | 166.71%-142.9pp | 134.42%-110.6pp | 372.94%-349.1pp |
| Employer contribution / active EE | $1,113 | $5,474-79.7% | $4,818-76.9% | $4,751-76.6% |
| Participant deferral / active EE | $6,466 | $6,519-0.8% | $5,680+13.8% | $6,710-3.6% |
| Admin fee / account holder | $603 | $16,150-96.3% | $13,210-95.4% | $11,403-94.7% |