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 | $81,716 | $132,634-38.4% | $115,768-29.4% | $137,256-40.5% |
| Participation rate | 92.3% | 77.9%+14.4pp | 74.4%+17.9pp | 80.0%+12.3pp |
| Annual return | 16.88% | 160.70%-143.8pp | 100.46%-83.6pp | 220.34%-203.5pp |
| Employer contribution / active EE | $4,693 | $3,360+39.7% | $2,940+59.6% | $4,156+12.9% |
| Participant deferral / active EE | $6,504 | $5,619+15.8% | $4,917+32.3% | $6,407+1.5% |
| Admin fee / account holder | $628 | $15,028-95.8% | $12,439-95.0% | $12,270-94.9% |