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 | $173,930 | $165,335+5.2% | $149,696+16.2% | $158,922+9.4% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 22.63% | 348.15%-325.5pp | 276.60%-254.0pp | 302.83%-280.2pp |
| Employer contribution / active EE | $1,974 | $5,103-61.3% | $4,644-57.5% | $4,761-58.5% |
| Participant deferral / active EE | $6,911 | $7,181-3.8% | $6,842+1.0% | $5,982+15.5% |
| Admin fee / account holder | $330 | $10,807-96.9% | $9,309-96.5% | $11,246-97.1% |