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 | $83,892 | $159,602-47.4% | $150,045-44.1% | $142,382-41.1% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.3%+8.6pp | 80.1%+10.8pp |
| Annual return | 13.63% | 70.24%-56.6pp | 62.55%-48.9pp | 217.08%-203.4pp |
| Employer contribution / active EE | $2,761 | $4,961-44.3% | $4,693-41.2% | $4,299-35.8% |
| Participant deferral / active EE | $4,910 | $8,310-40.9% | $7,997-38.6% | $6,507-24.6% |
| Admin fee / account holder | $21,975 | $14,846+48.0% | $13,435+63.6% | $12,624+74.1% |