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 | $88,183 | $159,901-44.9% | $146,958-40.0% | $145,922-39.6% |
| Participation rate | 95.5% | 84.0%+11.5pp | 82.2%+13.3pp | 80.3%+15.2pp |
| Annual return | 18.67% | 98.13%-79.5pp | 418.34%-399.7pp | 561.29%-542.6pp |
| Employer contribution / active EE | $2,496 | $5,286-52.8% | $4,933-49.4% | $4,660-46.4% |
| Participant deferral / active EE | $3,230 | $8,428-61.7% | $8,070-60.0% | $6,688-51.7% |
| Admin fee / account holder | $13,812 | $15,044-8.2% | $12,998+6.3% | $13,397+3.1% |