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 | $83,352 | $202,432-58.8% | $169,368-50.8% | $139,434-40.2% |
| Participation rate | 94.4% | 81.1%+13.4pp | 77.1%+17.3pp | 80.3%+14.1pp |
| Annual return | 19.35% | 531.74%-512.4pp | 405.60%-386.3pp | 372.94%-353.6pp |
| Employer contribution / active EE | $2,796 | $4,692-40.4% | $4,013-30.3% | $4,751-41.1% |
| Participant deferral / active EE | $5,734 | $6,938-17.4% | $6,221-7.8% | $6,710-14.5% |
| Admin fee / account holder | $1,960 | $10,708-81.7% | $9,003-78.2% | $11,403-82.8% |