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 | $137,939 | $175,202-21.3% | $149,673-7.8% | $139,434-1.1% |
| Participation rate | 83.3% | 83.4%0pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 17.80% | 166.71%-148.9pp | 134.42%-116.6pp | 372.94%-355.1pp |
| Employer contribution / active EE | $1,566 | $5,474-71.4% | $4,818-67.5% | $4,751-67.0% |
| Participant deferral / active EE | $8,217 | $6,519+26.0% | $5,680+44.7% | $6,710+22.5% |
| Admin fee / account holder | $883 | $16,150-94.5% | $13,210-93.3% | $11,403-92.3% |