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 | $84,595 | $165,335-48.8% | $149,696-43.5% | $158,922-46.8% |
| Participation rate | 95.5% | 84.6%+10.9pp | 82.5%+13.0pp | 82.0%+13.5pp |
| Annual return | 13.97% | 348.15%-334.2pp | 276.60%-262.6pp | 302.83%-288.9pp |
| Employer contribution / active EE | $2,507 | $5,103-50.9% | $4,644-46.0% | $4,761-47.4% |
| Participant deferral / active EE | $3,204 | $7,181-55.4% | $6,842-53.2% | $5,982-46.4% |
| Admin fee / account holder | $2,454 | $10,807-77.3% | $9,309-73.6% | $11,246-78.2% |