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 | $143,450 | $176,056-18.5% | $159,436-10.0% | $167,490-14.4% |
| Participation rate | 85.0% | 84.9%+0.1pp | 82.8%+2.2pp | 82.1%+2.9pp |
| Annual return | 15.36% | 331.75%-316.4pp | 263.57%-248.2pp | 478.56%-463.2pp |
| Employer contribution / active EE | $3,054 | $5,297-42.3% | $4,829-36.8% | $4,837-36.9% |
| Participant deferral / active EE | $7,820 | $7,750+0.9% | $7,352+6.4% | $6,341+23.3% |
| Admin fee / account holder | $8,443 | $12,554-32.7% | $10,799-21.8% | $12,309-31.4% |