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 | $87,774 | $144,119-39.1% | $117,854-25.5% | $147,584-40.5% |
| Participation rate | 90.9% | 83.4%+7.5pp | 79.7%+11.2pp | 82.8%+8.1pp |
| Annual return | 11.37% | 531.15%-519.8pp | 335.08%-323.7pp | 578.55%-567.2pp |
| Employer contribution / active EE | $2,241 | $4,896-54.2% | $3,786-40.8% | $4,876-54.0% |
| Participant deferral / active EE | $7,519 | $5,316+41.4% | $4,482+67.8% | $5,439+38.2% |
| Admin fee / account holder | $2,874 | $10,886-73.6% | $8,020-64.2% | $10,885-73.6% |