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 | $59,146 | $158,398-62.7% | $126,539-53.3% | $142,382-58.5% |
| Participation rate | 92.3% | 75.8%+16.5pp | 69.8%+22.5pp | 80.1%+12.2pp |
| Annual return | 21.81% | 593.76%-572.0pp | 425.95%-404.1pp | 217.08%-195.3pp |
| Employer contribution / active EE | $3,922 | $4,650-15.6% | $3,674+6.8% | $4,299-8.8% |
| Participant deferral / active EE | $5,432 | $4,767+14.0% | $4,083+33.0% | $6,507-16.5% |
| Admin fee / account holder | $5,457 | $6,918-21.1% | $6,065-10.0% | $12,624-56.8% |