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 | $86,856 | $165,335-47.5% | $149,696-42.0% | $158,922-45.3% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+9.0pp |
| Annual return | 16.30% | 348.15%-331.8pp | 276.60%-260.3pp | 302.83%-286.5pp |
| Employer contribution / active EE | $2,240 | $5,103-56.1% | $4,644-51.8% | $4,761-53.0% |
| Participant deferral / active EE | $9,108 | $7,181+26.8% | $6,842+33.1% | $5,982+52.2% |
| Admin fee / account holder | $333 | $10,807-96.9% | $9,309-96.4% | $11,246-97.0% |