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 | $71,956 | $105,181-31.6% | $159,436-54.9% | $85,850-16.2% |
| Participation rate | 94.4% | 75.8%+18.7pp | 82.8%+11.6pp | 69.3%+25.1pp |
| Annual return | 14.90% | 45.07%-30.2pp | 263.57%-248.7pp | 318.53%-303.6pp |
| Employer contribution / active EE | $3,163 | $3,318-4.7% | $4,829-34.5% | $2,565+23.3% |
| Participant deferral / active EE | $7,661 | $5,945+28.9% | $7,352+4.2% | $3,952+93.9% |
| Admin fee / account holder | $572 | $6,933-91.7% | $10,799-94.7% | $6,260-90.9% |