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 | $114,786 | $165,335-30.6% | $149,696-23.3% | $158,922-27.8% |
| Participation rate | 93.8% | 84.6%+9.2pp | 82.5%+11.3pp | 82.0%+11.8pp |
| Annual return | 26.73% | 348.15%-321.4pp | 276.60%-249.9pp | 302.83%-276.1pp |
| Employer contribution / active EE | $4,173 | $5,103-18.2% | $4,644-10.2% | $4,761-12.4% |
| Participant deferral / active EE | $5,241 | $7,181-27.0% | $6,842-23.4% | $5,982-12.4% |
| Admin fee / account holder | $5,409 | $10,807-49.9% | $9,309-41.9% | $11,246-51.9% |