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 | $69,100 | $148,534-53.5% | $135,903-49.2% | $139,434-50.4% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 12.25% | 79.19%-66.9pp | 68.23%-56.0pp | 372.94%-360.7pp |
| Employer contribution / active EE | $3,490 | $5,243-33.4% | $4,856-28.1% | $4,751-26.5% |
| Participant deferral / active EE | $11,979 | $8,100+47.9% | $7,758+54.4% | $6,710+78.5% |
| Admin fee / account holder | $34,767 | $12,400+180.4% | $10,762+223.1% | $11,403+204.9% |