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 | $59,500 | $183,519-67.6% | $155,509-61.7% | $145,922-59.2% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 11.35% | 61.17%-49.8pp | 64.67%-53.3pp | 561.29%-549.9pp |
| Employer contribution / active EE | $2,832 | $5,313-46.7% | $4,672-39.4% | $4,660-39.2% |
| Participant deferral / active EE | $4,619 | $6,462-28.5% | $5,626-17.9% | $6,688-30.9% |
| Admin fee / account holder | $671 | $19,313-96.5% | $15,912-95.8% | $13,397-95.0% |