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 | $84,111 | $165,984-49.3% | $164,813-49.0% | $145,922-42.4% |
| Participation rate | 92.3% | 82.0%+10.3pp | 78.6%+13.7pp | 80.3%+12.0pp |
| Annual return | 13.84% | 100.03%-86.2pp | 69.93%-56.1pp | 561.29%-547.4pp |
| Employer contribution / active EE | $12,281 | $5,273+132.9% | $4,341+182.9% | $4,660+163.6% |
| Participant deferral / active EE | $6,625 | $6,959-4.8% | $6,031+9.8% | $6,688-0.9% |
| Admin fee / account holder | $1,431 | $16,648-91.4% | $12,690-88.7% | $13,397-89.3% |