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 | $35,485 | $165,335-78.5% | $149,696-76.3% | $158,922-77.7% |
| Participation rate | 91.7% | 84.6%+7.1pp | 82.5%+9.2pp | 82.0%+9.7pp |
| Annual return | 21.01% | 348.15%-327.1pp | 276.60%-255.6pp | 302.83%-281.8pp |
| Employer contribution / active EE | $4,037 | $5,103-20.9% | $4,644-13.1% | $4,761-15.2% |
| Participant deferral / active EE | $8,534 | $7,181+18.8% | $6,842+24.7% | $5,982+42.7% |
| Admin fee / account holder | $7,796 | $10,807-27.9% | $9,309-16.3% | $11,246-30.7% |