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 | $70,799 | $176,056-59.8% | $159,436-55.6% | $167,490-57.7% |
| Participation rate | 87.5% | 84.9%+2.6pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 14.34% | 331.75%-317.4pp | 263.57%-249.2pp | 478.56%-464.2pp |
| Employer contribution / active EE | $2,862 | $5,297-46.0% | $4,829-40.7% | $4,837-40.8% |
| Participant deferral / active EE | $6,405 | $7,750-17.4% | $7,352-12.9% | $6,341+1.0% |
| Admin fee / account holder | $28,645 | $12,554+128.2% | $10,799+165.3% | $12,309+132.7% |