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 | $35,166 | $183,519-80.8% | $155,509-77.4% | $145,922-75.9% |
| Participation rate | 95.5% | 82.7%+12.8pp | 78.2%+17.3pp | 80.3%+15.2pp |
| Annual return | 10.84% | 61.17%-50.3pp | 64.67%-53.8pp | 561.29%-550.4pp |
| Employer contribution / active EE | $2,532 | $5,313-52.3% | $4,672-45.8% | $4,660-45.7% |
| Participant deferral / active EE | $4,582 | $6,462-29.1% | $5,626-18.6% | $6,688-31.5% |
| Admin fee / account holder | $3,154 | $19,313-83.7% | $15,912-80.2% | $13,397-76.5% |