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 | $112,790 | $178,174-36.7% | $156,181-27.8% | $137,256-17.8% |
| Participation rate | 95.7% | 82.0%+13.6pp | 78.8%+16.8pp | 80.0%+15.7pp |
| Annual return | 14.74% | 84.19%-69.4pp | 64.87%-50.1pp | 220.34%-205.6pp |
| Employer contribution / active EE | $4,070 | $4,972-18.1% | $4,294-5.2% | $4,156-2.1% |
| Participant deferral / active EE | $13,111 | $6,888+90.3% | $6,132+113.8% | $6,407+104.6% |
| Admin fee / account holder | $28,976 | $17,404+66.5% | $14,586+98.7% | $12,270+136.2% |