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 | $66,483 | $144,119-53.9% | $117,854-43.6% | $147,584-55.0% |
| Participation rate | 94.4% | 83.4%+11.0pp | 79.7%+14.8pp | 82.8%+11.6pp |
| Annual return | 18.24% | 531.15%-512.9pp | 335.08%-316.8pp | 578.55%-560.3pp |
| Employer contribution / active EE | $6,035 | $4,896+23.3% | $3,786+59.4% | $4,876+23.8% |
| Participant deferral / active EE | $4,744 | $5,316-10.8% | $4,482+5.8% | $5,439-12.8% |
| Admin fee / account holder | $392 | $10,886-96.4% | $8,020-95.1% | $10,885-96.4% |