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 | $86,821 | $165,335-47.5% | $149,696-42.0% | $158,922-45.4% |
| Participation rate | 95.2% | 84.6%+10.7pp | 82.5%+12.8pp | 82.0%+13.3pp |
| Annual return | 20.35% | 348.15%-327.8pp | 276.60%-256.3pp | 302.83%-282.5pp |
| Employer contribution / active EE | $4,142 | $5,103-18.8% | $4,644-10.8% | $4,761-13.0% |
| Participant deferral / active EE | $10,743 | $7,181+49.6% | $6,842+57.0% | $5,982+79.6% |
| Admin fee / account holder | $455 | $10,807-95.8% | $9,309-95.1% | $11,246-96.0% |