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 | $69,785 | $157,256-55.6% | $141,162-50.6% | $152,861-54.3% |
| Participation rate | 90.9% | 84.8%+6.1pp | 82.5%+8.4pp | 82.4%+8.5pp |
| Annual return | 21.38% | 64.32%-42.9pp | 71.39%-50.0pp | 345.32%-323.9pp |
| Employer contribution / active EE | $9,292 | $5,261+76.6% | $4,735+96.2% | $4,762+95.1% |
| Participant deferral / active EE | $8,529 | $7,109+20.0% | $6,709+27.1% | $5,850+45.8% |
| Admin fee / account holder | $3,475 | $12,120-71.3% | $10,261-66.1% | $11,596-70.0% |