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 | $138,678 | $176,056-21.2% | $159,436-13.0% | $167,490-17.2% |
| Participation rate | 85.7% | 84.9%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 11.40% | 331.75%-320.3pp | 263.57%-252.2pp | 478.56%-467.2pp |
| Employer contribution / active EE | $5,714 | $5,297+7.9% | $4,829+18.3% | $4,837+18.1% |
| Participant deferral / active EE | $9,140 | $7,750+17.9% | $7,352+24.3% | $6,341+44.1% |
| Admin fee / account holder | $770 | $12,554-93.9% | $10,799-92.9% | $12,309-93.7% |