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 | $147,860 | $176,056-16.0% | $159,436-7.3% | $167,490-11.7% |
| Participation rate | 91.7% | 84.9%+6.7pp | 82.8%+8.8pp | 82.1%+9.6pp |
| Annual return | 11.96% | 331.75%-319.8pp | 263.57%-251.6pp | 478.56%-466.6pp |
| Employer contribution / active EE | $5,809 | $5,297+9.7% | $4,829+20.3% | $4,837+20.1% |
| Participant deferral / active EE | $6,390 | $7,750-17.5% | $7,352-13.1% | $6,341+0.8% |
| Admin fee / account holder | $627 | $12,554-95.0% | $10,799-94.2% | $12,309-94.9% |