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 | $81,709 | $158,398-48.4% | $126,539-35.4% | $142,382-42.6% |
| Participation rate | 83.3% | 75.8%+7.5pp | 69.8%+13.5pp | 80.1%+3.2pp |
| Annual return | 14.24% | 593.76%-579.5pp | 425.95%-411.7pp | 217.08%-202.8pp |
| Employer contribution / active EE | $2,252 | $4,650-51.6% | $3,674-38.7% | $4,299-47.6% |
| Participant deferral / active EE | $5,365 | $4,767+12.6% | $4,083+31.4% | $6,507-17.6% |
| Admin fee / account holder | $6,641 | $6,918-4.0% | $6,065+9.5% | $12,624-47.4% |