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 | $77,033 | $159,602-51.7% | $150,045-48.7% | $142,382-45.9% |
| Participation rate | 93.8% | 84.0%+9.8pp | 82.3%+11.4pp | 80.1%+13.6pp |
| Annual return | 14.67% | 70.24%-55.6pp | 62.55%-47.9pp | 217.08%-202.4pp |
| Employer contribution / active EE | $3,010 | $4,961-39.3% | $4,693-35.9% | $4,299-30.0% |
| Participant deferral / active EE | $5,614 | $8,310-32.4% | $7,997-29.8% | $6,507-13.7% |
| Admin fee / account holder | $705 | $14,846-95.3% | $13,435-94.8% | $12,624-94.4% |