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 | $35,021 | $175,202-80.0% | $149,673-76.6% | $139,434-74.9% |
| Participation rate | 83.3% | 83.4%0pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 11.71% | 166.71%-155.0pp | 134.42%-122.7pp | 372.94%-361.2pp |
| Employer contribution / active EE | $2,602 | $5,474-52.5% | $4,818-46.0% | $4,751-45.2% |
| Participant deferral / active EE | $6,881 | $6,519+5.6% | $5,680+21.1% | $6,710+2.5% |
| Admin fee / account holder | $518 | $16,150-96.8% | $13,210-96.1% | $11,403-95.5% |