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 | $32,790 | $176,056-81.4% | $159,436-79.4% | $167,490-80.4% |
| Participation rate | 88.2% | 84.9%+3.3pp | 82.8%+5.4pp | 82.1%+6.1pp |
| Annual return | 15.74% | 331.75%-316.0pp | 263.57%-247.8pp | 478.56%-462.8pp |
| Employer contribution / active EE | $3,586 | $5,297-32.3% | $4,829-25.8% | $4,837-25.9% |
| Participant deferral / active EE | $6,592 | $7,750-14.9% | $7,352-10.3% | $6,341+4.0% |
| Admin fee / account holder | $8,354 | $12,554-33.5% | $10,799-22.6% | $12,309-32.1% |