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 | $86,999 | $157,256-44.7% | $141,162-38.4% | $152,861-43.1% |
| Participation rate | 90.5% | 84.8%+5.7pp | 82.5%+8.0pp | 82.4%+8.0pp |
| Annual return | 27.41% | 64.32%-36.9pp | 71.39%-44.0pp | 345.32%-317.9pp |
| Employer contribution / active EE | $3,835 | $5,261-27.1% | $4,735-19.0% | $4,762-19.5% |
| Participant deferral / active EE | $8,308 | $7,109+16.9% | $6,709+23.8% | $5,850+42.0% |
| Admin fee / account holder | $546 | $12,120-95.5% | $10,261-94.7% | $11,596-95.3% |