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 | $97,766 | $176,056-44.5% | $159,436-38.7% | $167,490-41.6% |
| Participation rate | 93.3% | 84.9%+8.4pp | 82.8%+10.5pp | 82.1%+11.2pp |
| Annual return | 16.85% | 331.75%-314.9pp | 263.57%-246.7pp | 478.56%-461.7pp |
| Employer contribution / active EE | $1,660 | $5,297-68.7% | $4,829-65.6% | $4,837-65.7% |
| Participant deferral / active EE | $4,030 | $7,750-48.0% | $7,352-45.2% | $6,341-36.4% |
| Admin fee / account holder | $336 | $12,554-97.3% | $10,799-96.9% | $12,309-97.3% |