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 | $68,270 | $176,056-61.2% | $159,436-57.2% | $167,490-59.2% |
| Participation rate | 91.7% | 84.9%+6.7pp | 82.8%+8.8pp | 82.1%+9.6pp |
| Annual return | 16.69% | 331.75%-315.1pp | 263.57%-246.9pp | 478.56%-461.9pp |
| Employer contribution / active EE | $4,395 | $5,297-17.0% | $4,829-9.0% | $4,837-9.2% |
| Participant deferral / active EE | $7,480 | $7,750-3.5% | $7,352+1.7% | $6,341+18.0% |
| Admin fee / account holder | $619 | $12,554-95.1% | $10,799-94.3% | $12,309-95.0% |