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 | $77,149 | $176,812-56.4% | $146,665-47.4% | $167,490-53.9% |
| Participation rate | 90.9% | 83.6%+7.3pp | 80.1%+10.8pp | 82.1%+8.8pp |
| Annual return | 9.48% | 24.03%-14.6pp | 22.74%-13.3pp | 478.56%-469.1pp |
| Employer contribution / active EE | $8,991 | $5,160+74.2% | $4,136+117.4% | $4,837+85.9% |
| Participant deferral / active EE | $6,932 | $6,440+7.6% | $5,506+25.9% | $6,341+9.3% |
| Admin fee / account holder | $10,003 | $13,259-24.6% | $10,280-2.7% | $12,309-18.7% |