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 | $155,575 | $176,056-11.6% | $159,436-2.4% | $167,490-7.1% |
| Participation rate | 90.9% | 84.9%+6.0pp | 82.8%+8.1pp | 82.1%+8.8pp |
| Annual return | 18.90% | 331.75%-312.8pp | 263.57%-244.7pp | 478.56%-459.7pp |
| Employer contribution / active EE | $3,831 | $5,297-27.7% | $4,829-20.7% | $4,837-20.8% |
| Participant deferral / active EE | $8,706 | $7,750+12.3% | $7,352+18.4% | $6,341+37.3% |
| Admin fee / account holder | $16,790 | $12,554+33.7% | $10,799+55.5% | $12,309+36.4% |