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 | $65,451 | $210,698-68.9% | $178,014-63.2% | $145,959-55.2% |
| Participation rate | 94.1% | 80.8%+13.4pp | 77.1%+17.0pp | 80.3%+13.8pp |
| Annual return | 12.64% | 386.27%-373.6pp | 294.80%-282.2pp | 561.95%-549.3pp |
| Employer contribution / active EE | $2,099 | $4,567-54.0% | $3,950-46.9% | $4,661-55.0% |
| Participant deferral / active EE | $2,238 | $6,958-67.8% | $6,276-64.3% | $6,689-66.5% |
| Admin fee / account holder | $695 | $12,016-94.2% | $10,362-93.3% | $13,398-94.8% |