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 | $36,205 | $165,335-78.1% | $149,696-75.8% | $158,922-77.2% |
| Participation rate | 86.7% | 84.6%+2.1pp | 82.5%+4.2pp | 82.0%+4.7pp |
| Annual return | 13.06% | 348.15%-335.1pp | 276.60%-263.5pp | 302.83%-289.8pp |
| Employer contribution / active EE | $3,928 | $5,103-23.0% | $4,644-15.4% | $4,761-17.5% |
| Participant deferral / active EE | $6,900 | $7,181-3.9% | $6,842+0.8% | $5,982+15.3% |
| Admin fee / account holder | $5,330 | $10,807-50.7% | $9,309-42.7% | $11,246-52.6% |