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 | $79,160 | $157,256-49.7% | $141,162-43.9% | $152,861-48.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 20.87% | 64.32%-43.5pp | 71.39%-50.5pp | 345.32%-324.5pp |
| Employer contribution / active EE | $2,643 | $5,261-49.8% | $4,735-44.2% | $4,762-44.5% |
| Participant deferral / active EE | $9,900 | $7,109+39.3% | $6,709+47.6% | $5,850+69.2% |
| Admin fee / account holder | $2,362 | $12,120-80.5% | $10,261-77.0% | $11,596-79.6% |