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 | $107,100 | $198,466-46.0% | $170,442-37.2% | $147,584-27.4% |
| Participation rate | 88.9% | 88.0%+0.9pp | 83.6%+5.3pp | 82.8%+6.1pp |
| Annual return | 15.22% | 257.29%-242.1pp | 205.93%-190.7pp | 578.55%-563.3pp |
| Employer contribution / active EE | $1,936 | $6,184-68.7% | $5,433-64.4% | $4,876-60.3% |
| Participant deferral / active EE | $2,733 | $5,629-51.5% | $4,939-44.7% | $5,439-49.8% |
| Admin fee / account holder | $789 | $16,852-95.3% | $13,880-94.3% | $10,885-92.7% |