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 | $124,563 | $217,402-42.7% | $185,823-33.0% | $167,490-25.6% |
| Participation rate | 85.7% | 86.0%-0.3pp | 81.7%+4.0pp | 82.1%+3.6pp |
| Annual return | 12.07% | 148.36%-136.3pp | 122.05%-110.0pp | 478.56%-466.5pp |
| Employer contribution / active EE | $1,998 | $5,873-66.0% | $5,167-61.3% | $4,837-58.7% |
| Participant deferral / active EE | $8,141 | $6,356+28.1% | $5,568+46.2% | $6,341+28.4% |
| Admin fee / account holder | $1,366 | $19,811-93.1% | $16,237-91.6% | $12,309-88.9% |