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 | $50,518 | $165,335-69.4% | $149,696-66.3% | $158,922-68.2% |
| Participation rate | 93.8% | 84.6%+9.2pp | 82.5%+11.3pp | 82.0%+11.8pp |
| Annual return | 16.56% | 348.15%-331.6pp | 276.60%-260.0pp | 302.83%-286.3pp |
| Employer contribution / active EE | $4,914 | $5,103-3.7% | $4,644+5.8% | $4,761+3.2% |
| Participant deferral / active EE | $12,057 | $7,181+67.9% | $6,842+76.2% | $5,982+101.6% |
| Admin fee / account holder | $1,589 | $10,807-85.3% | $9,309-82.9% | $11,246-85.9% |