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 | $74,127 | $165,335-55.2% | $149,696-50.5% | $158,922-53.4% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 17.29% | 348.15%-330.9pp | 276.60%-259.3pp | 302.83%-285.5pp |
| Employer contribution / active EE | $3,588 | $5,103-29.7% | $4,644-22.7% | $4,761-24.6% |
| Participant deferral / active EE | $5,888 | $7,181-18.0% | $6,842-13.9% | $5,982-1.6% |
| Admin fee / account holder | $6,818 | $10,807-36.9% | $9,309-26.8% | $11,246-39.4% |