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 | $72,414 | $165,335-56.2% | $149,696-51.6% | $158,922-54.4% |
| Participation rate | 95.8% | 84.6%+11.3pp | 82.5%+13.4pp | 82.0%+13.9pp |
| Annual return | 12.75% | 348.15%-335.4pp | 276.60%-263.9pp | 302.83%-290.1pp |
| Employer contribution / active EE | $2,690 | $5,103-47.3% | $4,644-42.1% | $4,761-43.5% |
| Participant deferral / active EE | $3,029 | $7,181-57.8% | $6,842-55.7% | $5,982-49.4% |
| Admin fee / account holder | $15,803 | $10,807+46.2% | $9,309+69.8% | $11,246+40.5% |