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 | $95,674 | $157,256-39.2% | $141,162-32.2% | $152,861-37.4% |
| Participation rate | 92.9% | 84.8%+8.0pp | 82.5%+10.4pp | 82.4%+10.4pp |
| Annual return | 20.34% | 64.32%-44.0pp | 71.39%-51.0pp | 345.32%-325.0pp |
| Employer contribution / active EE | $3,938 | $5,261-25.2% | $4,735-16.8% | $4,762-17.3% |
| Participant deferral / active EE | $4,301 | $7,109-39.5% | $6,709-35.9% | $5,850-26.5% |
| Admin fee / account holder | $1,003 | $12,120-91.7% | $10,261-90.2% | $11,596-91.4% |