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 | $69,112 | $157,256-56.1% | $141,162-51.0% | $152,861-54.8% |
| Participation rate | 90.9% | 84.8%+6.1pp | 82.5%+8.4pp | 82.4%+8.5pp |
| Annual return | 26.08% | 64.32%-38.2pp | 71.39%-45.3pp | 345.32%-319.2pp |
| Employer contribution / active EE | $2,525 | $5,261-52.0% | $4,735-46.7% | $4,762-47.0% |
| Participant deferral / active EE | $3,332 | $7,109-53.1% | $6,709-50.3% | $5,850-43.0% |
| Admin fee / account holder | $608 | $12,120-95.0% | $10,261-94.1% | $11,596-94.8% |