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 | $130,646 | $175,202-25.4% | $149,673-12.7% | $139,434-6.3% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 30.01% | 166.71%-136.7pp | 134.42%-104.4pp | 372.94%-342.9pp |
| Employer contribution / active EE | $1,626 | $5,474-70.3% | $4,818-66.3% | $4,751-65.8% |
| Participant deferral / active EE | $7,238 | $6,519+11.0% | $5,680+27.4% | $6,710+7.9% |
| Admin fee / account holder | $943 | $16,150-94.2% | $13,210-92.9% | $11,403-91.7% |