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 | $71,283 | $179,726-60.3% | $156,263-54.4% | $142,382-49.9% |
| Participation rate | 95.8% | 82.1%+13.8pp | 78.9%+16.9pp | 80.1%+15.7pp |
| Annual return | 11.43% | 77.86%-66.4pp | 59.47%-48.0pp | 217.08%-205.6pp |
| Employer contribution / active EE | $2,814 | $5,069-44.5% | $4,333-35.1% | $4,299-34.5% |
| Participant deferral / active EE | $6,379 | $6,956-8.3% | $6,158+3.6% | $6,507-2.0% |
| Admin fee / account holder | $12,329 | $17,272-28.6% | $14,255-13.5% | $12,624-2.3% |