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 | $80,951 | $177,572-54.4% | $154,803-47.7% | $142,382-43.1% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.1%+13.6pp | 80.1%+11.5pp |
| Annual return | 16.73% | 65.07%-48.3pp | 58.88%-42.2pp | 217.08%-200.3pp |
| Employer contribution / active EE | $7,604 | $4,810+58.1% | $4,305+76.6% | $4,299+76.9% |
| Participant deferral / active EE | $7,521 | $6,272+19.9% | $5,540+35.8% | $6,507+15.6% |
| Admin fee / account holder | $196,313 | $16,786+1069.5% | $14,329+1270.0% | $12,624+1455.1% |