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 | $119,297 | $175,202-31.9% | $149,673-20.3% | $139,434-14.4% |
| Participation rate | 86.7% | 83.4%+3.3pp | 78.8%+7.9pp | 80.3%+6.3pp |
| Annual return | 17.83% | 166.71%-148.9pp | 134.42%-116.6pp | 372.94%-355.1pp |
| Employer contribution / active EE | $1,505 | $5,474-72.5% | $4,818-68.8% | $4,751-68.3% |
| Participant deferral / active EE | $3,368 | $6,519-48.3% | $5,680-40.7% | $6,710-49.8% |
| Admin fee / account holder | $12,995 | $16,150-19.5% | $13,210-1.6% | $11,403+14.0% |