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 | $111,766 | $198,466-43.7% | $170,442-34.4% | $147,584-24.3% |
| Participation rate | 94.1% | 88.0%+6.2pp | 83.6%+10.5pp | 82.8%+11.3pp |
| Annual return | 14.77% | 257.29%-242.5pp | 205.93%-191.2pp | 578.55%-563.8pp |
| Employer contribution / active EE | $1,536 | $6,184-75.2% | $5,433-71.7% | $4,876-68.5% |
| Participant deferral / active EE | $3,068 | $5,629-45.5% | $4,939-37.9% | $5,439-43.6% |
| Admin fee / account holder | $2,326 | $16,852-86.2% | $13,880-83.2% | $10,885-78.6% |