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 | $105,574 | $232,540-54.6% | $185,117-43.0% | $147,584-28.5% |
| Participation rate | 89.5% | 82.4%+7.1pp | 77.3%+12.2pp | 82.8%+6.6pp |
| Annual return | 16.55% | 43.03%-26.5pp | 40.50%-23.9pp | 578.55%-562.0pp |
| Employer contribution / active EE | $2,427 | $5,195-53.3% | $4,182-41.9% | $4,876-50.2% |
| Participant deferral / active EE | $7,002 | $5,834+20.0% | $5,045+38.8% | $5,439+28.7% |
| Admin fee / account holder | $1,865 | $10,275-81.9% | $8,159-77.1% | $10,885-82.9% |