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 | $92,827 | $201,272-53.9% | $184,203-49.6% | $145,922-36.4% |
| Participation rate | 91.7% | 87.5%+4.2pp | 86.8%+4.8pp | 80.3%+11.4pp |
| Annual return | 14.25% | 29.00%-14.8pp | 28.81%-14.6pp | 561.29%-547.0pp |
| Employer contribution / active EE | $3,430 | $7,022-51.1% | $6,427-46.6% | $4,660-26.4% |
| Participant deferral / active EE | $6,836 | $9,806-30.3% | $9,131-25.1% | $6,688+2.2% |
| Admin fee / account holder | $27,011 | $16,364+65.1% | $13,901+94.3% | $13,397+101.6% |