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 | $143,329 | $214,378-33.1% | $200,582-28.5% | $142,382+0.7% |
| Participation rate | 93.3% | 87.4%+5.9pp | 86.9%+6.4pp | 80.1%+13.2pp |
| Annual return | 13.44% | 46.41%-33.0pp | 42.33%-28.9pp | 217.08%-203.6pp |
| Employer contribution / active EE | $3,076 | $6,841-55.0% | $6,419-52.1% | $4,299-28.5% |
| Participant deferral / active EE | $3,443 | $9,865-65.1% | $9,331-63.1% | $6,507-47.1% |
| Admin fee / account holder | $2,151 | $17,692-87.8% | $16,305-86.8% | $12,624-83.0% |