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 | $35,198 | $176,056-80.0% | $159,436-77.9% | $167,490-79.0% |
| Participation rate | 89.5% | 84.9%+4.5pp | 82.8%+6.7pp | 82.1%+7.4pp |
| Annual return | 13.95% | 331.75%-317.8pp | 263.57%-249.6pp | 478.56%-464.6pp |
| Employer contribution / active EE | $2,147 | $5,297-59.5% | $4,829-55.5% | $4,837-55.6% |
| Participant deferral / active EE | $5,200 | $7,750-32.9% | $7,352-29.3% | $6,341-18.0% |
| Admin fee / account holder | $932 | $12,554-92.6% | $10,799-91.4% | $12,309-92.4% |