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 | $133,116 | $165,335-19.5% | $149,696-11.1% | $158,922-16.2% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 18.03% | 348.15%-330.1pp | 276.60%-258.6pp | 302.83%-284.8pp |
| Employer contribution / active EE | $3,160 | $5,103-38.1% | $4,644-31.9% | $4,761-33.6% |
| Participant deferral / active EE | $7,047 | $7,181-1.9% | $6,842+3.0% | $5,982+17.8% |
| Admin fee / account holder | $9,455 | $10,807-12.5% | $9,309+1.6% | $11,246-15.9% |