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 | $68,289 | $755,339-91.0% | $379,746-82.0% | $158,922-57.0% |
| Participation rate | 92.9% | 81.8%+11.1pp | 78.4%+14.4pp | 82.0%+10.9pp |
| Annual return | 18.28% | 53.41%-35.1pp | 34.90%-16.6pp | 302.83%-284.5pp |
| Employer contribution / active EE | $1,754 | $4,685-62.6% | $3,540-50.5% | $4,761-63.2% |
| Participant deferral / active EE | $3,170 | $7,938-60.1% | $6,024-47.4% | $5,982-47.0% |
| Admin fee / account holder | $3,246 | $14,482-77.6% | $7,927-59.0% | $11,246-71.1% |