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 | $88,100 | $172,478-48.9% | $145,661-39.5% | $142,382-38.1% |
| Participation rate | 93.8% | 80.1%+13.7pp | 77.2%+16.5pp | 80.1%+13.6pp |
| Annual return | 11.20% | 151.09%-139.9pp | 101.46%-90.3pp | 217.08%-205.9pp |
| Employer contribution / active EE | $11,144 | $4,899+127.5% | $4,238+163.0% | $4,299+159.2% |
| Participant deferral / active EE | $5,572 | $8,348-33.3% | $7,198-22.6% | $6,507-14.4% |
| Admin fee / account holder | $3,826 | $16,864-77.3% | $12,466-69.3% | $12,624-69.7% |