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 | $58,892 | $176,056-66.5% | $159,436-63.1% | $167,490-64.8% |
| Participation rate | 91.7% | 84.9%+6.7pp | 82.8%+8.8pp | 82.1%+9.6pp |
| Annual return | 10.31% | 331.75%-321.4pp | 263.57%-253.3pp | 478.56%-468.3pp |
| Employer contribution / active EE | $3,350 | $5,297-36.8% | $4,829-30.6% | $4,837-30.7% |
| Participant deferral / active EE | $3,298 | $7,750-57.4% | $7,352-55.1% | $6,341-48.0% |
| Admin fee / account holder | $25,333 | $12,554+101.8% | $10,799+134.6% | $12,309+105.8% |