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 | $70,866 | $157,256-54.9% | $141,162-49.8% | $152,861-53.6% |
| Participation rate | 94.1% | 84.8%+9.3pp | 82.5%+11.6pp | 82.4%+11.7pp |
| Annual return | 22.81% | 64.32%-41.5pp | 71.39%-48.6pp | 345.32%-322.5pp |
| Employer contribution / active EE | $5,311 | $5,261+1.0% | $4,735+12.2% | $4,762+11.5% |
| Participant deferral / active EE | $7,233 | $7,109+1.7% | $6,709+7.8% | $5,850+23.6% |
| Admin fee / account holder | $1,456 | $12,120-88.0% | $10,261-85.8% | $11,596-87.4% |