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 | $124,939 | $165,335-24.4% | $149,696-16.5% | $158,922-21.4% |
| Participation rate | 87.0% | 84.6%+2.4pp | 82.5%+4.5pp | 82.0%+5.0pp |
| Annual return | 15.82% | 348.15%-332.3pp | 276.60%-260.8pp | 302.83%-287.0pp |
| Employer contribution / active EE | $3,727 | $5,103-27.0% | $4,644-19.7% | $4,761-21.7% |
| Participant deferral / active EE | $6,028 | $7,181-16.1% | $6,842-11.9% | $5,982+0.8% |
| Admin fee / account holder | $2,116 | $10,807-80.4% | $9,309-77.3% | $11,246-81.2% |