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 | $73,068 | $148,534-50.8% | $135,903-46.2% | $139,434-47.6% |
| Participation rate | 94.1% | 83.9%+10.3pp | 81.9%+12.2pp | 80.3%+13.8pp |
| Annual return | 17.97% | 79.19%-61.2pp | 68.23%-50.3pp | 372.94%-355.0pp |
| Employer contribution / active EE | $3,130 | $5,243-40.3% | $4,856-35.5% | $4,751-34.1% |
| Participant deferral / active EE | $6,486 | $8,100-19.9% | $7,758-16.4% | $6,710-3.3% |
| Admin fee / account holder | $4,993 | $12,400-59.7% | $10,762-53.6% | $11,403-56.2% |