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 | $66,444 | $202,432-67.2% | $169,368-60.8% | $139,434-52.3% |
| Participation rate | 95.5% | 81.1%+14.4pp | 77.1%+18.3pp | 80.3%+15.1pp |
| Annual return | 19.29% | 531.74%-512.4pp | 405.60%-386.3pp | 372.94%-353.6pp |
| Employer contribution / active EE | $5,092 | $4,692+8.5% | $4,013+26.9% | $4,751+7.2% |
| Participant deferral / active EE | $9,257 | $6,938+33.4% | $6,221+48.8% | $6,710+38.0% |
| Admin fee / account holder | $4,852 | $10,708-54.7% | $9,003-46.1% | $11,403-57.5% |