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 | $114,422 | $176,056-35.0% | $159,436-28.2% | $167,490-31.7% |
| Participation rate | 77.8% | 84.9%-7.2pp | 82.8%-5.0pp | 82.1%-4.3pp |
| Annual return | 13.03% | 331.75%-318.7pp | 263.57%-250.5pp | 478.56%-465.5pp |
| Employer contribution / active EE | $5,891 | $5,297+11.2% | $4,829+22.0% | $4,837+21.8% |
| Participant deferral / active EE | $10,851 | $7,750+40.0% | $7,352+47.6% | $6,341+71.1% |
| Admin fee / account holder | $550 | $12,554-95.6% | $10,799-94.9% | $12,309-95.5% |