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 | $73,948 | $159,602-53.7% | $150,045-50.7% | $142,382-48.1% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.3%+9.3pp | 80.1%+11.5pp |
| Annual return | 14.71% | 70.24%-55.5pp | 62.55%-47.8pp | 217.08%-202.4pp |
| Employer contribution / active EE | $2,083 | $4,961-58.0% | $4,693-55.6% | $4,299-51.5% |
| Participant deferral / active EE | $5,041 | $8,310-39.3% | $7,997-37.0% | $6,507-22.5% |
| Admin fee / account holder | $272,036 | $14,846+1732.3% | $13,435+1924.9% | $12,624+2055.0% |