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 | $160,731 | $107,934+48.9% | $91,989+74.7% | $152,861+5.1% |
| Participation rate | 76.2% | 81.2%-5.0pp | 78.6%-2.4pp | 82.4%-6.3pp |
| Annual return | 22.61% | 89.24%-66.6pp | 69.02%-46.4pp | 345.32%-322.7pp |
| Employer contribution / active EE | $3,225 | $4,210-23.4% | $3,452-6.6% | $4,762-32.3% |
| Participant deferral / active EE | $5,409 | $6,364-15.0% | $5,923-8.7% | $5,850-7.5% |
| Admin fee / account holder | $542 | $10,520-94.8% | $7,743-93.0% | $11,596-95.3% |