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 | $177,305 | $176,056+0.7% | $159,436+11.2% | $167,490+5.9% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 13.15% | 331.75%-318.6pp | 263.57%-250.4pp | 478.56%-465.4pp |
| Employer contribution / active EE | $2,831 | $5,297-46.6% | $4,829-41.4% | $4,837-41.5% |
| Participant deferral / active EE | $8,792 | $7,750+13.4% | $7,352+19.6% | $6,341+38.7% |
| Admin fee / account holder | $555 | $12,554-95.6% | $10,799-94.9% | $12,309-95.5% |