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 | $83,204 | $157,256-47.1% | $141,162-41.1% | $152,861-45.6% |
| Participation rate | 92.9% | 84.8%+8.0pp | 82.5%+10.4pp | 82.4%+10.4pp |
| Annual return | 25.56% | 64.32%-38.8pp | 71.39%-45.8pp | 345.32%-319.8pp |
| Employer contribution / active EE | $2,489 | $5,261-52.7% | $4,735-47.4% | $4,762-47.7% |
| Participant deferral / active EE | $8,509 | $7,109+19.7% | $6,709+26.8% | $5,850+45.5% |
| Admin fee / account holder | $1,106 | $12,120-90.9% | $10,261-89.2% | $11,596-90.5% |