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 | $99,243 | $175,202-43.4% | $149,673-33.7% | $139,434-28.8% |
| Participation rate | 91.7% | 83.4%+8.3pp | 78.8%+12.9pp | 80.3%+11.3pp |
| Annual return | 14.57% | 166.71%-152.1pp | 134.42%-119.8pp | 372.94%-358.4pp |
| Employer contribution / active EE | $2,119 | $5,474-61.3% | $4,818-56.0% | $4,751-55.4% |
| Participant deferral / active EE | $7,443 | $6,519+14.2% | $5,680+31.0% | $6,710+10.9% |
| Admin fee / account holder | $16,218 | $16,150+0.4% | $13,210+22.8% | $11,403+42.2% |