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 | $73,096 | $198,466-63.2% | $170,442-57.1% | $147,584-50.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.50% | 257.29%-240.8pp | 205.93%-189.4pp | 578.55%-562.0pp |
| Employer contribution / active EE | $2,467 | $6,184-60.1% | $5,433-54.6% | $4,876-49.4% |
| Participant deferral / active EE | $8,414 | $5,629+49.5% | $4,939+70.3% | $5,439+54.7% |
| Admin fee / account holder | $887 | $16,852-94.7% | $13,880-93.6% | $10,885-91.9% |