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 | $66,159 | $144,119-54.1% | $117,854-43.9% | $147,584-55.2% |
| Participation rate | 89.5% | 83.4%+6.1pp | 79.7%+9.8pp | 82.8%+6.6pp |
| Annual return | 17.04% | 531.15%-514.1pp | 335.08%-318.0pp | 578.55%-561.5pp |
| Employer contribution / active EE | $1,401 | $4,896-71.4% | $3,786-63.0% | $4,876-71.3% |
| Participant deferral / active EE | $2,184 | $5,316-58.9% | $4,482-51.3% | $5,439-59.9% |
| Admin fee / account holder | $1,648 | $10,886-84.9% | $8,020-79.5% | $10,885-84.9% |