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 5-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 | $50,702 | $165,335-69.3% | $149,696-66.1% | $158,922-68.1% |
| Participation rate | 93.3% | 84.6%+8.8pp | 82.5%+10.9pp | 82.0%+11.4pp |
| Annual return | 22.76% | 348.15%-325.4pp | 276.60%-253.8pp | 302.83%-280.1pp |
| Employer contribution / active EE | $2,309 | $5,103-54.7% | $4,644-50.3% | $4,761-51.5% |
| Participant deferral / active EE | $8,642 | $7,181+20.3% | $6,842+26.3% | $5,982+44.5% |
| Admin fee / account holder | $10,495 | $10,807-2.9% | $9,309+12.7% | $11,246-6.7% |