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 | $108,557 | $144,119-24.7% | $117,854-7.9% | $147,584-26.4% |
| Participation rate | 80.0% | 83.4%-3.4pp | 79.7%+0.3pp | 82.8%-2.8pp |
| Annual return | 22.24% | 531.15%-508.9pp | 335.08%-312.8pp | 578.55%-556.3pp |
| Employer contribution / active EE | $5,012 | $4,896+2.4% | $3,786+32.4% | $4,876+2.8% |
| Participant deferral / active EE | $7,976 | $5,316+50.0% | $4,482+78.0% | $5,439+46.7% |
| Admin fee / account holder | $463 | $10,886-95.7% | $8,020-94.2% | $10,885-95.7% |