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 | $81,532 | $144,119-43.4% | $117,854-30.8% | $147,584-44.8% |
| Participation rate | 87.5% | 83.4%+4.1pp | 79.7%+7.8pp | 82.8%+4.7pp |
| Annual return | 17.69% | 531.15%-513.5pp | 335.08%-317.4pp | 578.55%-560.9pp |
| Employer contribution / active EE | $2,445 | $4,896-50.1% | $3,786-35.4% | $4,876-49.9% |
| Participant deferral / active EE | $5,905 | $5,316+11.1% | $4,482+31.8% | $5,439+8.6% |
| Admin fee / account holder | $8,099 | $10,886-25.6% | $8,020+1.0% | $10,885-25.6% |