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 | $81,052 | $144,119-43.8% | $117,854-31.2% | $147,584-45.1% |
| Participation rate | 90.9% | 83.4%+7.5pp | 79.7%+11.2pp | 82.8%+8.1pp |
| Annual return | 8.74% | 531.15%-522.4pp | 335.08%-326.3pp | 578.55%-569.8pp |
| Employer contribution / active EE | $2,209 | $4,896-54.9% | $3,786-41.7% | $4,876-54.7% |
| Participant deferral / active EE | $5,858 | $5,316+10.2% | $4,482+30.7% | $5,439+7.7% |
| Admin fee / account holder | $16,020 | $10,886+47.2% | $8,020+99.8% | $10,885+47.2% |