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 | $72,186 | $148,534-51.4% | $135,903-46.9% | $139,434-48.2% |
| Participation rate | 89.5% | 83.9%+5.6pp | 81.9%+7.6pp | 80.3%+9.2pp |
| Annual return | 18.51% | 79.19%-60.7pp | 68.23%-49.7pp | 372.94%-354.4pp |
| Employer contribution / active EE | $2,770 | $5,243-47.2% | $4,856-43.0% | $4,751-41.7% |
| Participant deferral / active EE | $4,150 | $8,100-48.8% | $7,758-46.5% | $6,710-38.2% |
| Admin fee / account holder | $5,735 | $12,400-53.7% | $10,762-46.7% | $11,403-49.7% |