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 | $72,133 | $158,398-54.5% | $126,539-43.0% | $142,382-49.3% |
| Participation rate | 73.7% | 75.8%-2.1pp | 69.8%+3.9pp | 80.1%-6.4pp |
| Annual return | 15.07% | 593.76%-578.7pp | 425.95%-410.9pp | 217.08%-202.0pp |
| Employer contribution / active EE | $2,293 | $4,650-50.7% | $3,674-37.6% | $4,299-46.7% |
| Participant deferral / active EE | $5,426 | $4,767+13.8% | $4,083+32.9% | $6,507-16.6% |
| Admin fee / account holder | $17,999 | $6,918+160.2% | $6,065+196.8% | $12,624+42.6% |