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 | $95,801 | $183,519-47.8% | $155,509-38.4% | $145,922-34.3% |
| Participation rate | 93.3% | 82.7%+10.7pp | 78.2%+15.1pp | 80.3%+13.1pp |
| Annual return | 11.10% | 61.17%-50.1pp | 64.67%-53.6pp | 561.29%-550.2pp |
| Employer contribution / active EE | $2,770 | $5,313-47.9% | $4,672-40.7% | $4,660-40.6% |
| Participant deferral / active EE | $7,632 | $6,462+18.1% | $5,626+35.7% | $6,688+14.1% |
| Admin fee / account holder | $12,051 | $19,313-37.6% | $15,912-24.3% | $13,397-10.0% |