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 | $60,761 | $114,381-46.9% | $107,525-43.5% | $142,382-57.3% |
| Participation rate | 93.3% | 78.1%+15.2pp | 75.1%+18.3pp | 80.1%+13.2pp |
| Annual return | 17.12% | 242.71%-225.6pp | 181.32%-164.2pp | 217.08%-200.0pp |
| Employer contribution / active EE | $1,896 | $4,015-52.8% | $3,754-49.5% | $4,299-55.9% |
| Participant deferral / active EE | $4,689 | $5,564-15.7% | $5,116-8.3% | $6,507-27.9% |
| Admin fee / account holder | $11,073 | $9,860+12.3% | $8,919+24.2% | $12,624-12.3% |