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 | $22,437 | $176,056-87.3% | $159,436-85.9% | $167,490-86.6% |
| Participation rate | 90.5% | 84.9%+5.5pp | 82.8%+7.7pp | 82.1%+8.4pp |
| Annual return | 45.81% | 331.75%-285.9pp | 263.57%-217.8pp | 478.56%-432.7pp |
| Employer contribution / active EE | $5,344 | $5,297+0.9% | $4,829+10.6% | $4,837+10.5% |
| Participant deferral / active EE | $5,446 | $7,750-29.7% | $7,352-25.9% | $6,341-14.1% |
| Admin fee / account holder | $1,068 | $12,554-91.5% | $10,799-90.1% | $12,309-91.3% |