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 | $85,802 | $165,335-48.1% | $149,696-42.7% | $158,922-46.0% |
| Participation rate | 93.3% | 84.6%+8.8pp | 82.5%+10.9pp | 82.0%+11.4pp |
| Annual return | 17.35% | 348.15%-330.8pp | 276.60%-259.2pp | 302.83%-285.5pp |
| Employer contribution / active EE | $2,326 | $5,103-54.4% | $4,644-49.9% | $4,761-51.1% |
| Participant deferral / active EE | $6,288 | $7,181-12.4% | $6,842-8.1% | $5,982+5.1% |
| Admin fee / account holder | $4,667 | $10,807-56.8% | $9,309-49.9% | $11,246-58.5% |