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 | $73,693 | $209,411-64.8% | $178,490-58.7% | $158,922-53.6% |
| Participation rate | 87.5% | 86.3%+1.2pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 9.16% | 188.75%-179.6pp | 151.07%-141.9pp | 302.83%-293.7pp |
| Employer contribution / active EE | $1,694 | $5,706-70.3% | $5,011-66.2% | $4,761-64.4% |
| Participant deferral / active EE | $5,002 | $5,954-16.0% | $5,202-3.8% | $5,982-16.4% |
| Admin fee / account holder | $85,341 | $17,074+399.8% | $13,984+510.3% | $11,246+658.9% |