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 | $71,333 | $157,256-54.6% | $141,162-49.5% | $152,861-53.3% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.4%+5.1pp |
| Annual return | 21.39% | 64.32%-42.9pp | 71.39%-50.0pp | 345.32%-323.9pp |
| Employer contribution / active EE | $2,725 | $5,261-48.2% | $4,735-42.4% | $4,762-42.8% |
| Participant deferral / active EE | $8,024 | $7,109+12.9% | $6,709+19.6% | $5,850+37.2% |
| Admin fee / account holder | $3,173 | $12,120-73.8% | $10,261-69.1% | $11,596-72.6% |