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 | $84,358 | $157,256-46.4% | $141,162-40.2% | $152,861-44.8% |
| Participation rate | 94.4% | 84.8%+9.6pp | 82.5%+12.0pp | 82.4%+12.0pp |
| Annual return | 24.74% | 64.32%-39.6pp | 71.39%-46.7pp | 345.32%-320.6pp |
| Employer contribution / active EE | $3,012 | $5,261-42.7% | $4,735-36.4% | $4,762-36.7% |
| Participant deferral / active EE | $7,471 | $7,109+5.1% | $6,709+11.4% | $5,850+27.7% |
| Admin fee / account holder | $3,430 | $12,120-71.7% | $10,261-66.6% | $11,596-70.4% |