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 | $81,497 | $110,257-26.1% | $96,544-15.6% | $139,434-41.6% |
| Participation rate | 86.4% | 78.1%+8.3pp | 76.0%+10.4pp | 80.3%+6.0pp |
| Annual return | 23.96% | 26.32%-2.4pp | 25.84%-1.9pp | 372.94%-349.0pp |
| Employer contribution / active EE | $3,024 | $3,620-16.5% | $2,965+2.0% | $4,751-36.3% |
| Participant deferral / active EE | $7,320 | $5,548+31.9% | $4,851+50.9% | $6,710+9.1% |
| Admin fee / account holder | $2,825 | $11,591-75.6% | $8,252-65.8% | $11,403-75.2% |