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 | $72,884 | $158,398-54.0% | $126,539-42.4% | $142,382-48.8% |
| Participation rate | 91.7% | 75.8%+15.9pp | 69.8%+21.8pp | 80.1%+11.5pp |
| Annual return | 18.92% | 593.76%-574.8pp | 425.95%-407.0pp | 217.08%-198.2pp |
| Employer contribution / active EE | $2,210 | $4,650-52.5% | $3,674-39.8% | $4,299-48.6% |
| Participant deferral / active EE | $8,903 | $4,767+86.8% | $4,083+118.1% | $6,507+36.8% |
| Admin fee / account holder | $7,559 | $6,918+9.3% | $6,065+24.6% | $12,624-40.1% |