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 | $59,860 | $165,335-63.8% | $149,696-60.0% | $158,922-62.3% |
| Participation rate | 94.4% | 84.6%+9.9pp | 82.5%+12.0pp | 82.0%+12.5pp |
| Annual return | 14.78% | 348.15%-333.4pp | 276.60%-261.8pp | 302.83%-288.0pp |
| Employer contribution / active EE | $6,298 | $5,103+23.4% | $4,644+35.6% | $4,761+32.3% |
| Participant deferral / active EE | $14,120 | $7,181+96.6% | $6,842+106.4% | $5,982+136.0% |
| Admin fee / account holder | $23,748 | $10,807+119.8% | $9,309+155.1% | $11,246+111.2% |