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 | $76,242 | $165,335-53.9% | $149,696-49.1% | $158,922-52.0% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 16.05% | 348.15%-332.1pp | 276.60%-260.6pp | 302.83%-286.8pp |
| Employer contribution / active EE | $5,077 | $5,103-0.5% | $4,644+9.3% | $4,761+6.6% |
| Participant deferral / active EE | $9,974 | $7,181+38.9% | $6,842+45.8% | $5,982+66.7% |
| Admin fee / account holder | $1,187 | $10,807-89.0% | $9,309-87.3% | $11,246-89.4% |