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 | $72,920 | $169,032-56.9% | $129,207-43.6% | $145,922-50.0% |
| Participation rate | 87.5% | 76.4%+11.1pp | 69.6%+17.9pp | 80.3%+7.2pp |
| Annual return | 8.79% | 14330.11%-14321.3pp | 9417.33%-9408.5pp | 561.29%-552.5pp |
| Employer contribution / active EE | $2,744 | $5,537-50.4% | $4,153-33.9% | $4,660-41.1% |
| Participant deferral / active EE | $5,635 | $4,987+13.0% | $4,168+35.2% | $6,688-15.7% |
| Admin fee / account holder | $12,343 | $9,954+24.0% | $7,715+60.0% | $13,397-7.9% |