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 | $96,010 | $210,648-54.4% | $177,989-46.1% | $145,922-34.2% |
| Participation rate | 85.7% | 80.8%+5.0pp | 77.1%+8.6pp | 80.3%+5.4pp |
| Annual return | 12.02% | 385.86%-373.8pp | 294.48%-282.5pp | 561.29%-549.3pp |
| Employer contribution / active EE | $3,994 | $4,565-12.5% | $3,949+1.1% | $4,660-14.3% |
| Participant deferral / active EE | $13,472 | $6,958+93.6% | $6,276+114.7% | $6,688+101.4% |
| Admin fee / account holder | $4,048 | $12,013-66.3% | $10,363-60.9% | $13,397-69.8% |