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 | $57,975 | $165,335-64.9% | $149,696-61.3% | $158,922-63.5% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 17.29% | 348.15%-330.9pp | 276.60%-259.3pp | 302.83%-285.5pp |
| Employer contribution / active EE | $8,263 | $5,103+61.9% | $4,644+77.9% | $4,761+73.6% |
| Participant deferral / active EE | $6,672 | $7,181-7.1% | $6,842-2.5% | $5,982+11.5% |
| Admin fee / account holder | $335 | $10,807-96.9% | $9,309-96.4% | $11,246-97.0% |