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 | $79,121 | $175,202-54.8% | $149,673-47.1% | $139,434-43.3% |
| Participation rate | 86.7% | 83.4%+3.3pp | 78.8%+7.9pp | 80.3%+6.3pp |
| Annual return | 12.33% | 166.71%-154.4pp | 134.42%-122.1pp | 372.94%-360.6pp |
| Employer contribution / active EE | $1,623 | $5,474-70.3% | $4,818-66.3% | $4,751-65.8% |
| Participant deferral / active EE | $5,929 | $6,519-9.0% | $5,680+4.4% | $6,710-11.6% |
| Admin fee / account holder | $18,056 | $16,150+11.8% | $13,210+36.7% | $11,403+58.4% |