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 | $31,663 | $176,056-82.0% | $159,436-80.1% | $167,490-81.1% |
| Participation rate | 84.6% | 84.9%-0.3pp | 82.8%+1.8pp | 82.1%+2.5pp |
| Annual return | 14.65% | 331.75%-317.1pp | 263.57%-248.9pp | 478.56%-463.9pp |
| Employer contribution / active EE | $4,041 | $5,297-23.7% | $4,829-16.3% | $4,837-16.5% |
| Participant deferral / active EE | $6,531 | $7,750-15.7% | $7,352-11.2% | $6,341+3.0% |
| Admin fee / account holder | $1,719 | $12,554-86.3% | $10,799-84.1% | $12,309-86.0% |