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 | $97,408 | $165,335-41.1% | $149,696-34.9% | $158,922-38.7% |
| Participation rate | 94.4% | 84.6%+9.9pp | 82.5%+12.0pp | 82.0%+12.5pp |
| Annual return | 14.90% | 348.15%-333.2pp | 276.60%-261.7pp | 302.83%-287.9pp |
| Employer contribution / active EE | $2,494 | $5,103-51.1% | $4,644-46.3% | $4,761-47.6% |
| Participant deferral / active EE | $6,679 | $7,181-7.0% | $6,842-2.4% | $5,982+11.6% |
| Admin fee / account holder | $5,886 | $10,807-45.5% | $9,309-36.8% | $11,246-47.7% |