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 | $90,710 | $175,202-48.2% | $149,673-39.4% | $139,434-34.9% |
| Participation rate | 95.5% | 83.4%+12.1pp | 78.8%+16.7pp | 80.3%+15.1pp |
| Annual return | 19.00% | 166.71%-147.7pp | 134.42%-115.4pp | 372.94%-353.9pp |
| Employer contribution / active EE | $5,629 | $5,474+2.8% | $4,818+16.8% | $4,751+18.5% |
| Participant deferral / active EE | $5,828 | $6,519-10.6% | $5,680+2.6% | $6,710-13.1% |
| Admin fee / account holder | $807 | $16,150-95.0% | $13,210-93.9% | $11,403-92.9% |