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 | $99,412 | $144,119-31.0% | $117,854-15.6% | $147,584-32.6% |
| Participation rate | 88.2% | 83.4%+4.8pp | 79.7%+8.6pp | 82.8%+5.4pp |
| Annual return | 14.58% | 531.15%-516.6pp | 335.08%-320.5pp | 578.55%-564.0pp |
| Employer contribution / active EE | $3,341 | $4,896-31.8% | $3,786-11.8% | $4,876-31.5% |
| Participant deferral / active EE | $2,725 | $5,316-48.7% | $4,482-39.2% | $5,439-49.9% |
| Admin fee / account holder | $5,856 | $10,886-46.2% | $8,020-27.0% | $10,885-46.2% |