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 | $89,813 | $175,202-48.7% | $149,673-40.0% | $139,434-35.6% |
| Participation rate | 91.7% | 83.4%+8.3pp | 78.8%+12.9pp | 80.3%+11.3pp |
| Annual return | 17.30% | 166.71%-149.4pp | 134.42%-117.1pp | 372.94%-355.6pp |
| Employer contribution / active EE | $3,015 | $5,474-44.9% | $4,818-37.4% | $4,751-36.5% |
| Participant deferral / active EE | $6,698 | $6,519+2.7% | $5,680+17.9% | $6,710-0.2% |
| Admin fee / account holder | $6,917 | $16,150-57.2% | $13,210-47.6% | $11,403-39.3% |