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 | $141,679 | $176,056-19.5% | $159,436-11.1% | $167,490-15.4% |
| Participation rate | 90.0% | 84.9%+5.1pp | 82.8%+7.2pp | 82.1%+7.9pp |
| Annual return | 30.93% | 331.75%-300.8pp | 263.57%-232.6pp | 478.56%-447.6pp |
| Employer contribution / active EE | $4,206 | $5,297-20.6% | $4,829-12.9% | $4,837-13.1% |
| Participant deferral / active EE | $7,234 | $7,750-6.7% | $7,352-1.6% | $6,341+14.1% |
| Admin fee / account holder | $3,912 | $12,554-68.8% | $10,799-63.8% | $12,309-68.2% |