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 | $79,906 | $198,466-59.7% | $170,442-53.1% | $147,584-45.9% |
| Participation rate | 90.0% | 88.0%+2.0pp | 83.6%+6.4pp | 82.8%+7.2pp |
| Annual return | 14.91% | 257.29%-242.4pp | 205.93%-191.0pp | 578.55%-563.6pp |
| Employer contribution / active EE | $3,459 | $6,184-44.1% | $5,433-36.3% | $4,876-29.1% |
| Participant deferral / active EE | $4,454 | $5,629-20.9% | $4,939-9.8% | $5,439-18.1% |
| Admin fee / account holder | $3,995 | $16,852-76.3% | $13,880-71.2% | $10,885-63.3% |