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 | $71,852 | $175,202-59.0% | $149,673-52.0% | $139,434-48.5% |
| Participation rate | 94.4% | 83.4%+11.1pp | 78.8%+15.7pp | 80.3%+14.1pp |
| Annual return | 15.24% | 166.71%-151.5pp | 134.42%-119.2pp | 372.94%-357.7pp |
| Employer contribution / active EE | $2,158 | $5,474-60.6% | $4,818-55.2% | $4,751-54.6% |
| Participant deferral / active EE | $3,097 | $6,519-52.5% | $5,680-45.5% | $6,710-53.9% |
| Admin fee / account holder | $51,149 | $16,150+216.7% | $13,210+287.2% | $11,403+348.6% |