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 | $67,135 | $175,202-61.7% | $149,673-55.1% | $139,434-51.9% |
| Participation rate | 86.7% | 83.4%+3.3pp | 78.8%+7.9pp | 80.3%+6.3pp |
| Annual return | 16.12% | 166.71%-150.6pp | 134.42%-118.3pp | 372.94%-356.8pp |
| Employer contribution / active EE | $7,241 | $5,474+32.3% | $4,818+50.3% | $4,751+52.4% |
| Participant deferral / active EE | $4,840 | $6,519-25.8% | $5,680-14.8% | $6,710-27.9% |
| Admin fee / account holder | $21,827 | $16,150+35.2% | $13,210+65.2% | $11,403+91.4% |