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 | $193,499 | $176,056+9.9% | $159,436+21.4% | $167,490+15.5% |
| Participation rate | 88.2% | 84.9%+3.3pp | 82.8%+5.4pp | 82.1%+6.1pp |
| Annual return | 12.89% | 331.75%-318.9pp | 263.57%-250.7pp | 478.56%-465.7pp |
| Employer contribution / active EE | $2,766 | $5,297-47.8% | $4,829-42.7% | $4,837-42.8% |
| Participant deferral / active EE | $6,015 | $7,750-22.4% | $7,352-18.2% | $6,341-5.1% |
| Admin fee / account holder | $3,614 | $12,554-71.2% | $10,799-66.5% | $12,309-70.6% |