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 | $89,138 | $165,335-46.1% | $149,696-40.5% | $158,922-43.9% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 21.08% | 348.15%-327.1pp | 276.60%-255.5pp | 302.83%-281.7pp |
| Employer contribution / active EE | $4,601 | $5,103-9.8% | $4,644-0.9% | $4,761-3.4% |
| Participant deferral / active EE | $4,759 | $7,181-33.7% | $6,842-30.4% | $5,982-20.5% |
| Admin fee / account holder | $7,549 | $10,807-30.1% | $9,309-18.9% | $11,246-32.9% |