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 | $71,403 | $165,335-56.8% | $149,696-52.3% | $158,922-55.1% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+9.0pp |
| Annual return | 9.80% | 348.15%-338.3pp | 276.60%-266.8pp | 302.83%-293.0pp |
| Employer contribution / active EE | $1,832 | $5,103-64.1% | $4,644-60.6% | $4,761-61.5% |
| Participant deferral / active EE | $3,089 | $7,181-57.0% | $6,842-54.8% | $5,982-48.4% |
| Admin fee / account holder | $1,508 | $10,807-86.0% | $9,309-83.8% | $11,246-86.6% |