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 | $86,073 | $165,335-47.9% | $149,696-42.5% | $158,922-45.8% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+9.0pp |
| Annual return | 17.39% | 348.15%-330.8pp | 276.60%-259.2pp | 302.83%-285.4pp |
| Employer contribution / active EE | $2,397 | $5,103-53.0% | $4,644-48.4% | $4,761-49.7% |
| Participant deferral / active EE | $6,328 | $7,181-11.9% | $6,842-7.5% | $5,982+5.8% |
| Admin fee / account holder | $589 | $10,807-94.5% | $9,309-93.7% | $11,246-94.8% |