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 | $95,532 | $144,119-33.7% | $117,854-18.9% | $147,584-35.3% |
| Participation rate | 86.7% | 83.4%+3.2pp | 79.7%+7.0pp | 82.8%+3.8pp |
| Annual return | 15.26% | 531.15%-515.9pp | 335.08%-319.8pp | 578.55%-563.3pp |
| Employer contribution / active EE | $1,438 | $4,896-70.6% | $3,786-62.0% | $4,876-70.5% |
| Participant deferral / active EE | $2,694 | $5,316-49.3% | $4,482-39.9% | $5,439-50.5% |
| Admin fee / account holder | $5,443 | $10,886-50.0% | $8,020-32.1% | $10,885-50.0% |