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 | $125,524 | $165,335-24.1% | $149,696-16.1% | $158,922-21.0% |
| Participation rate | 95.8% | 84.6%+11.3pp | 82.5%+13.4pp | 82.0%+13.9pp |
| Annual return | 11.97% | 348.15%-336.2pp | 276.60%-264.6pp | 302.83%-290.9pp |
| Employer contribution / active EE | $2,882 | $5,103-43.5% | $4,644-38.0% | $4,761-39.5% |
| Participant deferral / active EE | $6,653 | $7,181-7.4% | $6,842-2.8% | $5,982+11.2% |
| Admin fee / account holder | $3,885 | $10,807-64.0% | $9,309-58.3% | $11,246-65.5% |