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 | $81,574 | $144,119-43.4% | $117,854-30.8% | $147,584-44.7% |
| Participation rate | 90.5% | 83.4%+7.1pp | 79.7%+10.8pp | 82.8%+7.6pp |
| Annual return | 11.68% | 531.15%-519.5pp | 335.08%-323.4pp | 578.55%-566.9pp |
| Employer contribution / active EE | $2,346 | $4,896-52.1% | $3,786-38.0% | $4,876-51.9% |
| Participant deferral / active EE | $4,733 | $5,316-11.0% | $4,482+5.6% | $5,439-13.0% |
| Admin fee / account holder | $612 | $10,886-94.4% | $8,020-92.4% | $10,885-94.4% |