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 | $74,923 | $74,8880% | $71,209+5.2% | $142,382-47.4% |
| Participation rate | 95.7% | 76.2%+19.4pp | 73.8%+21.9pp | 80.1%+15.5pp |
| Annual return | 15.08% | 345.14%-330.1pp | 282.51%-267.4pp | 217.08%-202.0pp |
| Employer contribution / active EE | $2,517 | $2,854-11.8% | $2,721-7.5% | $4,299-41.5% |
| Participant deferral / active EE | $3,839 | $4,454-13.8% | $4,175-8.0% | $6,507-41.0% |
| Admin fee / account holder | $1,330 | $5,568-76.1% | $5,349-75.1% | $12,624-89.5% |