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 | $89,692 | $148,534-39.6% | $135,903-34.0% | $139,434-35.7% |
| Participation rate | 95.7% | 83.9%+11.8pp | 81.9%+13.7pp | 80.3%+15.3pp |
| Annual return | 15.48% | 79.19%-63.7pp | 68.23%-52.8pp | 372.94%-357.5pp |
| Employer contribution / active EE | $2,646 | $5,243-49.5% | $4,856-45.5% | $4,751-44.3% |
| Participant deferral / active EE | $3,967 | $8,100-51.0% | $7,758-48.9% | $6,710-40.9% |
| Admin fee / account holder | $720 | $12,400-94.2% | $10,762-93.3% | $11,403-93.7% |