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 5-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 | $68,790 | $175,202-60.7% | $149,673-54.0% | $139,434-50.7% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 18.32% | 166.71%-148.4pp | 134.42%-116.1pp | 372.94%-354.6pp |
| Employer contribution / active EE | $2,635 | $5,474-51.9% | $4,818-45.3% | $4,751-44.5% |
| Participant deferral / active EE | $5,102 | $6,519-21.7% | $5,680-10.2% | $6,710-24.0% |
| Admin fee / account holder | $2,348 | $16,150-85.5% | $13,210-82.2% | $11,403-79.4% |