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 | $102,696 | $232,540-55.8% | $185,117-44.5% | $147,584-30.4% |
| Participation rate | 87.5% | 82.4%+5.1pp | 77.3%+10.2pp | 82.8%+4.7pp |
| Annual return | 6.84% | 43.03%-36.2pp | 40.50%-33.7pp | 578.55%-571.7pp |
| Employer contribution / active EE | $3,071 | $5,195-40.9% | $4,182-26.6% | $4,876-37.0% |
| Participant deferral / active EE | $10,786 | $5,834+84.9% | $5,045+113.8% | $5,439+98.3% |
| Admin fee / account holder | $55,672 | $10,275+441.8% | $8,159+582.3% | $10,885+411.4% |