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 | $74,731 | $159,934-53.3% | $147,005-49.2% | $145,959-48.8% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 19.39% | 98.24%-78.9pp | 418.76%-399.4pp | 561.95%-542.6pp |
| Employer contribution / active EE | $1,784 | $5,287-66.3% | $4,934-63.9% | $4,661-61.7% |
| Participant deferral / active EE | $5,655 | $8,427-32.9% | $8,070-29.9% | $6,689-15.4% |
| Admin fee / account holder | $18,106 | $15,053+20.3% | $13,006+39.2% | $13,398+35.1% |