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 | $88,120 | $227,553-61.3% | $189,557-53.5% | $167,490-47.4% |
| Participation rate | 90.0% | 82.5%+7.5pp | 78.4%+11.6pp | 82.1%+7.9pp |
| Annual return | 8.17% | 78.40%-70.2pp | 64.17%-56.0pp | 478.56%-470.4pp |
| Employer contribution / active EE | $3,248 | $5,316-38.9% | $4,412-26.4% | $4,837-32.9% |
| Participant deferral / active EE | $7,723 | $7,002+10.3% | $6,174+25.1% | $6,341+21.8% |
| Admin fee / account holder | $915 | $11,878-92.3% | $9,807-90.7% | $12,309-92.6% |