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 | $78,883 | $135,635-41.8% | $110,238-28.4% | $135,375-41.7% |
| Participation rate | 92.3% | 83.5%+8.9pp | 79.8%+12.5pp | 82.6%+9.7pp |
| Annual return | 13.44% | 513.19%-499.8pp | 314.74%-301.3pp | 519.73%-506.3pp |
| Employer contribution / active EE | $1,371 | $4,906-72.1% | $3,826-64.2% | $4,779-71.3% |
| Participant deferral / active EE | $4,447 | $5,506-19.2% | $4,672-4.8% | $5,609-20.7% |
| Admin fee / account holder | $5,583 | $11,457-51.3% | $8,547-34.7% | $10,827-48.4% |