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 | $84,676 | $209,411-59.6% | $178,490-52.6% | $158,922-46.7% |
| Participation rate | 86.4% | 86.3%0pp | 81.9%+4.4pp | 82.0%+4.4pp |
| Annual return | 13.97% | 188.75%-174.8pp | 151.07%-137.1pp | 302.83%-288.9pp |
| Employer contribution / active EE | $5,127 | $5,706-10.2% | $5,011+2.3% | $4,761+7.7% |
| Participant deferral / active EE | $5,803 | $5,954-2.5% | $5,202+11.6% | $5,982-3.0% |
| Admin fee / account holder | $18,495 | $17,074+8.3% | $13,984+32.3% | $11,246+64.5% |