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 | $71,142 | $175,202-59.4% | $149,673-52.5% | $139,434-49.0% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 23.84% | 166.71%-142.9pp | 134.42%-110.6pp | 372.94%-349.1pp |
| Employer contribution / active EE | $11,586 | $5,474+111.6% | $4,818+140.5% | $4,751+143.9% |
| Participant deferral / active EE | $4,173 | $6,519-36.0% | $5,680-26.5% | $6,710-37.8% |
| Admin fee / account holder | $1,721 | $16,150-89.3% | $13,210-87.0% | $11,403-84.9% |