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 | $71,892 | $165,335-56.5% | $149,696-52.0% | $158,922-54.8% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+9.0pp |
| Annual return | 26.56% | 348.15%-321.6pp | 276.60%-250.0pp | 302.83%-276.3pp |
| Employer contribution / active EE | $944 | $5,103-81.5% | $4,644-79.7% | $4,761-80.2% |
| Participant deferral / active EE | $7,387 | $7,181+2.9% | $6,842+8.0% | $5,982+23.5% |
| Admin fee / account holder | $1,073 | $10,807-90.1% | $9,309-88.5% | $11,246-90.5% |