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 6-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 | $80,029 | $217,402-63.2% | $185,823-56.9% | $167,490-52.2% |
| Participation rate | 90.0% | 86.0%+4.0pp | 81.7%+8.3pp | 82.1%+7.9pp |
| Annual return | 37.94% | 148.36%-110.4pp | 122.05%-84.1pp | 478.56%-440.6pp |
| Employer contribution / active EE | $3,973 | $5,873-32.3% | $5,167-23.1% | $4,837-17.9% |
| Participant deferral / active EE | $6,634 | $6,356+4.4% | $5,568+19.2% | $6,341+4.6% |
| Admin fee / account holder | $1,949 | $19,811-90.2% | $16,237-88.0% | $12,309-84.2% |