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 | $86,596 | $175,202-50.6% | $149,673-42.1% | $139,434-37.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.22% | 166.71%-155.5pp | 134.42%-123.2pp | 372.94%-361.7pp |
| Employer contribution / active EE | $3,012 | $5,474-45.0% | $4,818-37.5% | $4,751-36.6% |
| Participant deferral / active EE | $9,049 | $6,519+38.8% | $5,680+59.3% | $6,710+34.9% |
| Admin fee / account holder | $55,087 | $16,150+241.1% | $13,210+317.0% | $11,403+383.1% |