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 | $80,203 | $159,901-49.8% | $146,958-45.4% | $145,922-45.0% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.8pp | 80.3%+10.6pp |
| Annual return | 13.71% | 98.13%-84.4pp | 418.34%-404.6pp | 561.29%-547.6pp |
| Employer contribution / active EE | $3,143 | $5,286-40.5% | $4,933-36.3% | $4,660-32.6% |
| Participant deferral / active EE | $6,460 | $8,428-23.4% | $8,070-20.0% | $6,688-3.4% |
| Admin fee / account holder | $5,371 | $15,044-64.3% | $12,998-58.7% | $13,397-59.9% |