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 | $92,892 | $176,056-47.2% | $159,436-41.7% | $167,490-44.5% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 18.83% | 331.75%-312.9pp | 263.57%-244.7pp | 478.56%-459.7pp |
| Employer contribution / active EE | $6,147 | $5,297+16.0% | $4,829+27.3% | $4,837+27.1% |
| Participant deferral / active EE | $12,221 | $7,750+57.7% | $7,352+66.2% | $6,341+92.7% |
| Admin fee / account holder | $2,695 | $12,554-78.5% | $10,799-75.0% | $12,309-78.1% |