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 3-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 | $80,651 | $114,381-29.5% | $107,525-25.0% | $142,382-43.4% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.1%+14.9pp | 80.1%+9.9pp |
| Annual return | 16.79% | 242.71%-225.9pp | 181.32%-164.5pp | 217.08%-200.3pp |
| Employer contribution / active EE | $21,005 | $4,015+423.2% | $3,754+459.6% | $4,299+388.6% |
| Participant deferral / active EE | $5,684 | $5,564+2.1% | $5,116+11.1% | $6,507-12.7% |
| Admin fee / account holder | $8,409 | $9,860-14.7% | $8,919-5.7% | $12,624-33.4% |