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 | $84,921 | $159,901-46.9% | $146,958-42.2% | $145,922-41.8% |
| Participation rate | 95.0% | 84.0%+11.0pp | 82.2%+12.8pp | 80.3%+14.7pp |
| Annual return | 13.57% | 98.13%-84.6pp | 418.34%-404.8pp | 561.29%-547.7pp |
| Employer contribution / active EE | $2,150 | $5,286-59.3% | $4,933-56.4% | $4,660-53.9% |
| Participant deferral / active EE | $9,477 | $8,428+12.4% | $8,070+17.4% | $6,688+41.7% |
| Admin fee / account holder | $17,967 | $15,044+19.4% | $12,998+38.2% | $13,397+34.1% |