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 | $71,704 | $159,901-55.2% | $146,958-51.2% | $145,922-50.9% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 12.15% | 98.13%-86.0pp | 418.34%-406.2pp | 561.29%-549.1pp |
| Employer contribution / active EE | $2,232 | $5,286-57.8% | $4,933-54.8% | $4,660-52.1% |
| Participant deferral / active EE | $4,377 | $8,428-48.1% | $8,070-45.8% | $6,688-34.6% |
| Admin fee / account holder | $4,813 | $15,044-68.0% | $12,998-63.0% | $13,397-64.1% |