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 | $53,685 | $165,335-67.5% | $149,696-64.1% | $158,922-66.2% |
| Participation rate | 92.9% | 84.6%+8.3pp | 82.5%+10.4pp | 82.0%+10.9pp |
| Annual return | 12.57% | 348.15%-335.6pp | 276.60%-264.0pp | 302.83%-290.3pp |
| Employer contribution / active EE | $2,825 | $5,103-44.6% | $4,644-39.2% | $4,761-40.7% |
| Participant deferral / active EE | $4,399 | $7,181-38.7% | $6,842-35.7% | $5,982-26.5% |
| Admin fee / account holder | $5,208 | $10,807-51.8% | $9,309-44.1% | $11,246-53.7% |