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 | $80,125 | $157,256-49.0% | $141,162-43.2% | $152,861-47.6% |
| Participation rate | 92.3% | 84.8%+7.5pp | 82.5%+9.8pp | 82.4%+9.9pp |
| Annual return | 16.70% | 64.32%-47.6pp | 71.39%-54.7pp | 345.32%-328.6pp |
| Employer contribution / active EE | $5,533 | $5,261+5.2% | $4,735+16.9% | $4,762+16.2% |
| Participant deferral / active EE | $7,101 | $7,109-0.1% | $6,709+5.8% | $5,850+21.4% |
| Admin fee / account holder | $25,657 | $12,120+111.7% | $10,261+150.0% | $11,596+121.2% |