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 | $100,566 | $176,056-42.9% | $159,436-36.9% | $167,490-40.0% |
| Participation rate | 90.0% | 84.9%+5.1pp | 82.8%+7.2pp | 82.1%+7.9pp |
| Annual return | 12.52% | 331.75%-319.2pp | 263.57%-251.0pp | 478.56%-466.0pp |
| Employer contribution / active EE | $2,105 | $5,297-60.3% | $4,829-56.4% | $4,837-56.5% |
| Participant deferral / active EE | $8,309 | $7,750+7.2% | $7,352+13.0% | $6,341+31.0% |
| Admin fee / account holder | $1,354 | $12,554-89.2% | $10,799-87.5% | $12,309-89.0% |