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 | $125,619 | $157,256-20.1% | $141,162-11.0% | $152,861-17.8% |
| Participation rate | 89.5% | 84.8%+4.7pp | 82.5%+7.0pp | 82.4%+7.0pp |
| Annual return | 20.80% | 64.32%-43.5pp | 71.39%-50.6pp | 345.32%-324.5pp |
| Employer contribution / active EE | $4,458 | $5,261-15.3% | $4,735-5.8% | $4,762-6.4% |
| Participant deferral / active EE | $10,616 | $7,109+49.3% | $6,709+58.2% | $5,850+81.5% |
| Admin fee / account holder | $20,630 | $12,120+70.2% | $10,261+101.1% | $11,596+77.9% |