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 | $149,579 | $100,970+48.1% | $96,576+54.9% | $137,256+9.0% |
| Participation rate | 88.9% | 82.6%+6.3pp | 81.4%+7.4pp | 80.0%+8.9pp |
| Annual return | 12.94% | 38.16%-25.2pp | 38.47%-25.5pp | 220.34%-207.4pp |
| Employer contribution / active EE | $448 | $3,809-88.2% | $3,553-87.4% | $4,156-89.2% |
| Participant deferral / active EE | $4,186 | $8,286-49.5% | $7,956-47.4% | $6,407-34.7% |
| Admin fee / account holder | $1,557 | $11,312-86.2% | $11,381-86.3% | $12,270-87.3% |