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 | $86,740 | $209,411-58.6% | $178,490-51.4% | $158,922-45.4% |
| Participation rate | 91.7% | 86.3%+5.3pp | 81.9%+9.7pp | 82.0%+9.7pp |
| Annual return | 20.43% | 188.75%-168.3pp | 151.07%-130.6pp | 302.83%-282.4pp |
| Employer contribution / active EE | $2,169 | $5,706-62.0% | $5,011-56.7% | $4,761-54.5% |
| Participant deferral / active EE | $5,525 | $5,954-7.2% | $5,202+6.2% | $5,982-7.6% |
| Admin fee / account holder | $1,044 | $17,074-93.9% | $13,984-92.5% | $11,246-90.7% |