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 | $63,119 | $165,335-61.8% | $149,696-57.8% | $158,922-60.3% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 20.37% | 348.15%-327.8pp | 276.60%-256.2pp | 302.83%-282.5pp |
| Employer contribution / active EE | $2,137 | $5,103-58.1% | $4,644-54.0% | $4,761-55.1% |
| Participant deferral / active EE | $5,156 | $7,181-28.2% | $6,842-24.6% | $5,982-13.8% |
| Admin fee / account holder | $486 | $10,807-95.5% | $9,309-94.8% | $11,246-95.7% |