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 | $67,966 | $157,256-56.8% | $141,162-51.9% | $152,861-55.5% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.4%+5.1pp |
| Annual return | 23.47% | 64.32%-40.9pp | 71.39%-47.9pp | 345.32%-321.8pp |
| Employer contribution / active EE | $9,245 | $5,261+75.7% | $4,735+95.2% | $4,762+94.1% |
| Participant deferral / active EE | $6,084 | $7,109-14.4% | $6,709-9.3% | $5,850+4.0% |
| Admin fee / account holder | $2,264 | $12,120-81.3% | $10,261-77.9% | $11,596-80.5% |