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 | $133,627 | $176,056-24.1% | $159,436-16.2% | $167,490-20.2% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 13.38% | 331.75%-318.4pp | 263.57%-250.2pp | 478.56%-465.2pp |
| Employer contribution / active EE | $1,801 | $5,297-66.0% | $4,829-62.7% | $4,837-62.8% |
| Participant deferral / active EE | $7,160 | $7,750-7.6% | $7,352-2.6% | $6,341+12.9% |
| Admin fee / account holder | $4,746 | $12,554-62.2% | $10,799-56.0% | $12,309-61.4% |