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 | $71,588 | $159,901-55.2% | $146,958-51.3% | $145,922-50.9% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.2pp | 80.3%+12.0pp |
| Annual return | 9.90% | 98.13%-88.2pp | 418.34%-408.4pp | 561.29%-551.4pp |
| Employer contribution / active EE | $3,254 | $5,286-38.4% | $4,933-34.0% | $4,660-30.2% |
| Participant deferral / active EE | $4,916 | $8,428-41.7% | $8,070-39.1% | $6,688-26.5% |
| Admin fee / account holder | $64,294 | $15,044+327.4% | $12,998+394.6% | $13,397+379.9% |