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 | $80,787 | $209,411-61.4% | $178,490-54.7% | $158,922-49.2% |
| Participation rate | 90.9% | 86.3%+4.6pp | 81.9%+9.0pp | 82.0%+9.0pp |
| Annual return | 13.73% | 188.75%-175.0pp | 151.07%-137.3pp | 302.83%-289.1pp |
| Employer contribution / active EE | $1,869 | $5,706-67.2% | $5,011-62.7% | $4,761-60.7% |
| Participant deferral / active EE | $3,617 | $5,954-39.3% | $5,202-30.5% | $5,982-39.5% |
| Admin fee / account holder | $429 | $17,074-97.5% | $13,984-96.9% | $11,246-96.2% |