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 | $80,653 | $157,256-48.7% | $141,162-42.9% | $152,861-47.2% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.4%+5.1pp |
| Annual return | 14.60% | 64.32%-49.7pp | 71.39%-56.8pp | 345.32%-330.7pp |
| Employer contribution / active EE | $1,537 | $5,261-70.8% | $4,735-67.5% | $4,762-67.7% |
| Participant deferral / active EE | $6,398 | $7,109-10.0% | $6,709-4.6% | $5,850+9.4% |
| Admin fee / account holder | $22,517 | $12,120+85.8% | $10,261+119.4% | $11,596+94.2% |