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 | $86,959 | $144,119-39.7% | $117,854-26.2% | $147,584-41.1% |
| Participation rate | 91.7% | 83.4%+8.2pp | 79.7%+12.0pp | 82.8%+8.8pp |
| Annual return | 13.36% | 531.15%-517.8pp | 335.08%-321.7pp | 578.55%-565.2pp |
| Employer contribution / active EE | $3,358 | $4,896-31.4% | $3,786-11.3% | $4,876-31.1% |
| Participant deferral / active EE | $8,261 | $5,316+55.4% | $4,482+84.3% | $5,439+51.9% |
| Admin fee / account holder | $7,075 | $10,886-35.0% | $8,020-11.8% | $10,885-35.0% |