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 | $81,313 | $157,256-48.3% | $141,162-42.4% | $152,861-46.8% |
| Participation rate | 93.8% | 84.8%+8.9pp | 82.5%+11.3pp | 82.4%+11.3pp |
| Annual return | 27.70% | 64.32%-36.6pp | 71.39%-43.7pp | 345.32%-317.6pp |
| Employer contribution / active EE | $2,886 | $5,261-45.2% | $4,735-39.1% | $4,762-39.4% |
| Participant deferral / active EE | $3,419 | $7,109-51.9% | $6,709-49.0% | $5,850-41.6% |
| Admin fee / account holder | $2,640 | $12,120-78.2% | $10,261-74.3% | $11,596-77.2% |