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 | $119,969 | $165,335-27.4% | $149,696-19.9% | $158,922-24.5% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 15.75% | 348.15%-332.4pp | 276.60%-260.9pp | 302.83%-287.1pp |
| Employer contribution / active EE | $4,689 | $5,103-8.1% | $4,644+1.0% | $4,761-1.5% |
| Participant deferral / active EE | $8,238 | $7,181+14.7% | $6,842+20.4% | $5,982+37.7% |
| Admin fee / account holder | $726 | $10,807-93.3% | $9,309-92.2% | $11,246-93.5% |