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 | $138,051 | $176,056-21.6% | $159,436-13.4% | $167,490-17.6% |
| Participation rate | 88.9% | 84.9%+3.9pp | 82.8%+6.1pp | 82.1%+6.8pp |
| Annual return | 13.85% | 331.75%-317.9pp | 263.57%-249.7pp | 478.56%-464.7pp |
| Employer contribution / active EE | $2,871 | $5,297-45.8% | $4,829-40.5% | $4,837-40.6% |
| Participant deferral / active EE | $6,087 | $7,750-21.5% | $7,352-17.2% | $6,341-4.0% |
| Admin fee / account holder | $604 | $12,554-95.2% | $10,799-94.4% | $12,309-95.1% |