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 | $165,910 | $217,402-23.7% | $185,823-10.7% | $167,490-0.9% |
| Participation rate | 90.9% | 86.0%+4.9pp | 81.7%+9.2pp | 82.1%+8.8pp |
| Annual return | 17.21% | 148.36%-131.2pp | 122.05%-104.8pp | 478.56%-461.3pp |
| Employer contribution / active EE | $1,780 | $5,873-69.7% | $5,167-65.5% | $4,837-63.2% |
| Participant deferral / active EE | $7,096 | $6,356+11.6% | $5,568+27.4% | $6,341+11.9% |
| Admin fee / account holder | $4,778 | $19,811-75.9% | $16,237-70.6% | $12,309-61.2% |