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 | $71,973 | $103,376-30.4% | $87,100-17.4% | $152,861-52.9% |
| Participation rate | 90.9% | 79.3%+11.6pp | 76.9%+14.0pp | 82.4%+8.5pp |
| Annual return | 18.66% | 28.10%-9.4pp | 28.19%-9.5pp | 345.32%-326.7pp |
| Employer contribution / active EE | $3,043 | $3,220-5.5% | $2,521+20.7% | $4,762-36.1% |
| Participant deferral / active EE | $8,893 | $4,778+86.1% | $4,049+119.7% | $5,850+52.0% |
| Admin fee / account holder | $3,174 | $12,205-74.0% | $7,497-57.7% | $11,596-72.6% |