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 | $98,653 | $176,056-44.0% | $159,436-38.1% | $167,490-41.1% |
| Participation rate | 93.3% | 84.9%+8.4pp | 82.8%+10.5pp | 82.1%+11.2pp |
| Annual return | 16.91% | 331.75%-314.8pp | 263.57%-246.7pp | 478.56%-461.6pp |
| Employer contribution / active EE | $3,301 | $5,297-37.7% | $4,829-31.6% | $4,837-31.8% |
| Participant deferral / active EE | $7,763 | $7,750+0.2% | $7,352+5.6% | $6,341+22.4% |
| Admin fee / account holder | $2,008 | $12,554-84.0% | $10,799-81.4% | $12,309-83.7% |