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 | $166,568 | $165,335+0.7% | $149,696+11.3% | $158,922+4.8% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 45.34% | 348.15%-302.8pp | 276.60%-231.3pp | 302.83%-257.5pp |
| Employer contribution / active EE | $2,090 | $5,103-59.0% | $4,644-55.0% | $4,761-56.1% |
| Participant deferral / active EE | $9,564 | $7,181+33.2% | $6,842+39.8% | $5,982+59.9% |
| Admin fee / account holder | $1,818 | $10,807-83.2% | $9,309-80.5% | $11,246-83.8% |