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 | $84,929 | $217,402-60.9% | $185,823-54.3% | $167,490-49.3% |
| Participation rate | 93.3% | 86.0%+7.3pp | 81.7%+11.6pp | 82.1%+11.2pp |
| Annual return | 12.06% | 148.36%-136.3pp | 122.05%-110.0pp | 478.56%-466.5pp |
| Employer contribution / active EE | $2,569 | $5,873-56.3% | $5,167-50.3% | $4,837-46.9% |
| Participant deferral / active EE | $3,010 | $6,356-52.6% | $5,568-45.9% | $6,341-52.5% |
| Admin fee / account holder | $9,407 | $19,811-52.5% | $16,237-42.1% | $12,309-23.6% |