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 | $89,371 | $176,056-49.2% | $159,436-43.9% | $167,490-46.6% |
| Participation rate | 95.0% | 84.9%+10.1pp | 82.8%+12.2pp | 82.1%+12.9pp |
| Annual return | 14.84% | 331.75%-316.9pp | 263.57%-248.7pp | 478.56%-463.7pp |
| Employer contribution / active EE | $5,083 | $5,297-4.0% | $4,829+5.3% | $4,837+5.1% |
| Participant deferral / active EE | $9,057 | $7,750+16.9% | $7,352+23.2% | $6,341+42.8% |
| Admin fee / account holder | $26,707 | $12,554+112.7% | $10,799+147.3% | $12,309+117.0% |