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 | $78,822 | $176,056-55.2% | $159,436-50.6% | $167,490-52.9% |
| Participation rate | 87.0% | 84.9%+2.0pp | 82.8%+4.1pp | 82.1%+4.9pp |
| Annual return | 14.09% | 331.75%-317.7pp | 263.57%-249.5pp | 478.56%-464.5pp |
| Employer contribution / active EE | $3,469 | $5,297-34.5% | $4,829-28.2% | $4,837-28.3% |
| Participant deferral / active EE | $3,480 | $7,750-55.1% | $7,352-52.7% | $6,341-45.1% |
| Admin fee / account holder | $5,205 | $12,554-58.5% | $10,799-51.8% | $12,309-57.7% |