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 | $102,807 | $175,202-41.3% | $149,673-31.3% | $139,434-26.3% |
| Participation rate | 87.0% | 83.4%+3.6pp | 78.8%+8.2pp | 80.3%+6.6pp |
| Annual return | 11.58% | 166.71%-155.1pp | 134.42%-122.8pp | 372.94%-361.4pp |
| Employer contribution / active EE | $6,928 | $5,474+26.6% | $4,818+43.8% | $4,751+45.8% |
| Participant deferral / active EE | $4,326 | $6,519-33.6% | $5,680-23.8% | $6,710-35.5% |
| Admin fee / account holder | $5,477 | $16,150-66.1% | $13,210-58.5% | $11,403-52.0% |