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 | $65,319 | $176,056-62.9% | $159,436-59.0% | $167,490-61.0% |
| Participation rate | 94.7% | 84.9%+9.8pp | 82.8%+11.9pp | 82.1%+12.6pp |
| Annual return | 14.22% | 331.75%-317.5pp | 263.57%-249.3pp | 478.56%-464.3pp |
| Employer contribution / active EE | $3,011 | $5,297-43.2% | $4,829-37.7% | $4,837-37.8% |
| Participant deferral / active EE | $4,687 | $7,750-39.5% | $7,352-36.3% | $6,341-26.1% |
| Admin fee / account holder | $24,722 | $12,554+96.9% | $10,799+128.9% | $12,309+100.8% |