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 | $39,864 | $165,335-75.9% | $149,696-73.4% | $158,922-74.9% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 15.22% | 348.15%-332.9pp | 276.60%-261.4pp | 302.83%-287.6pp |
| Employer contribution / active EE | $2,723 | $5,103-46.6% | $4,644-41.4% | $4,761-42.8% |
| Participant deferral / active EE | $4,167 | $7,181-42.0% | $6,842-39.1% | $5,982-30.3% |
| Admin fee / account holder | $2,388 | $10,807-77.9% | $9,309-74.3% | $11,246-78.8% |