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 | $81,657 | $157,256-48.1% | $141,162-42.2% | $152,861-46.6% |
| Participation rate | 92.9% | 84.8%+8.0pp | 82.5%+10.4pp | 82.4%+10.4pp |
| Annual return | 18.55% | 64.32%-45.8pp | 71.39%-52.8pp | 345.32%-326.8pp |
| Employer contribution / active EE | $3,387 | $5,261-35.6% | $4,735-28.5% | $4,762-28.9% |
| Participant deferral / active EE | $12,054 | $7,109+69.6% | $6,709+79.7% | $5,850+106.0% |
| Admin fee / account holder | $63,218 | $12,120+421.6% | $10,261+516.1% | $11,596+445.1% |