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 | $80,906 | $183,519-55.9% | $155,509-48.0% | $145,922-44.6% |
| Participation rate | 84.6% | 82.7%+1.9pp | 78.2%+6.4pp | 80.3%+4.3pp |
| Annual return | 13.73% | 61.17%-47.4pp | 64.67%-50.9pp | 561.29%-547.6pp |
| Employer contribution / active EE | $2,639 | $5,313-50.3% | $4,672-43.5% | $4,660-43.4% |
| Participant deferral / active EE | $4,471 | $6,462-30.8% | $5,626-20.5% | $6,688-33.1% |
| Admin fee / account holder | $1,467 | $19,313-92.4% | $15,912-90.8% | $13,397-89.0% |