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 | $69,205 | $165,335-58.1% | $149,696-53.8% | $158,922-56.5% |
| Participation rate | 92.9% | 84.6%+8.3pp | 82.5%+10.4pp | 82.0%+10.9pp |
| Annual return | 19.42% | 348.15%-328.7pp | 276.60%-257.2pp | 302.83%-283.4pp |
| Employer contribution / active EE | $4,149 | $5,103-18.7% | $4,644-10.7% | $4,761-12.9% |
| Participant deferral / active EE | $8,704 | $7,181+21.2% | $6,842+27.2% | $5,982+45.5% |
| Admin fee / account holder | $2,922 | $10,807-73.0% | $9,309-68.6% | $11,246-74.0% |