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 | $136,957 | $176,056-22.2% | $159,436-14.1% | $167,490-18.2% |
| Participation rate | 95.8% | 84.9%+10.9pp | 82.8%+13.0pp | 82.1%+13.7pp |
| Annual return | 14.08% | 331.75%-317.7pp | 263.57%-249.5pp | 478.56%-464.5pp |
| Employer contribution / active EE | $3,474 | $5,297-34.4% | $4,829-28.1% | $4,837-28.2% |
| Participant deferral / active EE | $7,376 | $7,750-4.8% | $7,352+0.3% | $6,341+16.3% |
| Admin fee / account holder | $6,299 | $12,554-49.8% | $10,799-41.7% | $12,309-48.8% |