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 | $80,106 | $227,553-64.8% | $189,557-57.7% | $167,490-52.2% |
| Participation rate | 95.8% | 82.5%+13.3pp | 78.4%+17.4pp | 82.1%+13.7pp |
| Annual return | 11.60% | 78.40%-66.8pp | 64.17%-52.6pp | 478.56%-467.0pp |
| Employer contribution / active EE | $2,461 | $5,316-53.7% | $4,412-44.2% | $4,837-49.1% |
| Participant deferral / active EE | $5,103 | $7,002-27.1% | $6,174-17.3% | $6,341-19.5% |
| Admin fee / account holder | $2,006 | $11,878-83.1% | $9,807-79.5% | $12,309-83.7% |