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 | $77,200 | $217,402-64.5% | $185,823-58.5% | $167,490-53.9% |
| Participation rate | 85.0% | 86.0%-1.0pp | 81.7%+3.3pp | 82.1%+2.9pp |
| Annual return | 22.82% | 148.36%-125.5pp | 122.05%-99.2pp | 478.56%-455.7pp |
| Employer contribution / active EE | $2,428 | $5,873-58.7% | $5,167-53.0% | $4,837-49.8% |
| Participant deferral / active EE | $8,093 | $6,356+27.3% | $5,568+45.3% | $6,341+27.6% |
| Admin fee / account holder | $7,894 | $19,811-60.2% | $16,237-51.4% | $12,309-35.9% |