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 | $80,975 | $157,256-48.5% | $141,162-42.6% | $152,861-47.0% |
| Participation rate | 94.1% | 84.8%+9.3pp | 82.5%+11.6pp | 82.4%+11.7pp |
| Annual return | 15.17% | 64.32%-49.2pp | 71.39%-56.2pp | 345.32%-330.1pp |
| Employer contribution / active EE | $3,348 | $5,261-36.4% | $4,735-29.3% | $4,762-29.7% |
| Participant deferral / active EE | $11,144 | $7,109+56.7% | $6,709+66.1% | $5,850+90.5% |
| Admin fee / account holder | $45,487 | $12,120+275.3% | $10,261+343.3% | $11,596+292.2% |