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 | $80,001 | $183,963-56.5% | $162,163-50.7% | $152,861-47.7% |
| Participation rate | 86.7% | 88.5%-1.8pp | 87.6%-0.9pp | 82.4%+4.2pp |
| Annual return | 18.67% | 150.76%-132.1pp | 115.59%-96.9pp | 345.32%-326.7pp |
| Employer contribution / active EE | $1,666 | $6,371-73.8% | $5,614-70.3% | $4,762-65.0% |
| Participant deferral / active EE | $5,812 | $8,034-27.7% | $7,298-20.4% | $5,850-0.7% |
| Admin fee / account holder | $3,224 | $13,121-75.4% | $10,843-70.3% | $11,596-72.2% |