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 | $80,450 | $179,726-55.2% | $156,263-48.5% | $142,382-43.5% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.9%+12.8pp | 80.1%+11.5pp |
| Annual return | 12.30% | 77.86%-65.6pp | 59.47%-47.2pp | 217.08%-204.8pp |
| Employer contribution / active EE | $3,586 | $5,069-29.3% | $4,333-17.2% | $4,299-16.6% |
| Participant deferral / active EE | $12,056 | $6,956+73.3% | $6,158+95.8% | $6,507+85.3% |
| Admin fee / account holder | $33,781 | $17,272+95.6% | $14,255+137.0% | $12,624+167.6% |