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 | $61,774 | $165,335-62.6% | $149,696-58.7% | $158,922-61.1% |
| Participation rate | 95.2% | 84.6%+10.7pp | 82.5%+12.8pp | 82.0%+13.3pp |
| Annual return | 19.18% | 348.15%-329.0pp | 276.60%-257.4pp | 302.83%-283.6pp |
| Employer contribution / active EE | $6,596 | $5,103+29.3% | $4,644+42.0% | $4,761+38.5% |
| Participant deferral / active EE | $6,203 | $7,181-13.6% | $6,842-9.3% | $5,982+3.7% |
| Admin fee / account holder | $877 | $10,807-91.9% | $9,309-90.6% | $11,246-92.2% |