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 | $56,262 | $165,335-66.0% | $149,696-62.4% | $158,922-64.6% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 13.19% | 348.15%-335.0pp | 276.60%-263.4pp | 302.83%-289.6pp |
| Employer contribution / active EE | $9,538 | $5,103+86.9% | $4,644+105.4% | $4,761+100.3% |
| Participant deferral / active EE | $10,616 | $7,181+47.8% | $6,842+55.2% | $5,982+77.5% |
| Admin fee / account holder | $1,483 | $10,807-86.3% | $9,309-84.1% | $11,246-86.8% |