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 | $71,958 | $165,335-56.5% | $149,696-51.9% | $158,922-54.7% |
| Participation rate | 91.7% | 84.6%+7.1pp | 82.5%+9.2pp | 82.0%+9.7pp |
| Annual return | 17.50% | 348.15%-330.6pp | 276.60%-259.1pp | 302.83%-285.3pp |
| Employer contribution / active EE | $4,595 | $5,103-10.0% | $4,644-1.1% | $4,761-3.5% |
| Participant deferral / active EE | $7,665 | $7,181+6.7% | $6,842+12.0% | $5,982+28.1% |
| Admin fee / account holder | $6,096 | $10,807-43.6% | $9,309-34.5% | $11,246-45.8% |