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 | $89,621 | $226,064-60.4% | $182,532-50.9% | $152,861-41.4% |
| Participation rate | 87.5% | 82.5%+5.0pp | 78.0%+9.5pp | 82.4%+5.1pp |
| Annual return | 20.30% | 192.51%-172.2pp | 148.54%-128.2pp | 345.32%-325.0pp |
| Employer contribution / active EE | $7,561 | $4,978+51.9% | $4,076+85.5% | $4,762+58.8% |
| Participant deferral / active EE | $4,979 | $6,368-21.8% | $5,524-9.9% | $5,850-14.9% |
| Admin fee / account holder | $1,710 | $10,703-84.0% | $8,592-80.1% | $11,596-85.3% |