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 | $112,610 | $114,047-1.3% | $96,139+17.1% | $167,490-32.8% |
| Participation rate | 95.2% | 75.1%+20.2pp | 68.4%+26.8pp | 82.1%+13.1pp |
| Annual return | 18.22% | 189.88%-171.7pp | 191.94%-173.7pp | 478.56%-460.3pp |
| Employer contribution / active EE | $2,335 | $3,427-31.9% | $2,797-16.5% | $4,837-51.7% |
| Participant deferral / active EE | $7,111 | $5,194+36.9% | $4,349+63.5% | $6,341+12.1% |
| Admin fee / account holder | $4,885 | $6,897-29.2% | $5,537-11.8% | $12,309-60.3% |