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 | $62,079 | $105,998-41.4% | $92,233-32.7% | $147,584-57.9% |
| Participation rate | 95.0% | 80.4%+14.6pp | 76.5%+18.5pp | 82.8%+12.2pp |
| Annual return | 11.77% | 50.05%-38.3pp | 176.28%-164.5pp | 578.55%-566.8pp |
| Employer contribution / active EE | $5,109 | $4,333+17.9% | $3,679+38.9% | $4,876+4.8% |
| Participant deferral / active EE | $8,474 | $4,478+89.2% | $3,897+117.5% | $5,439+55.8% |
| Admin fee / account holder | $1,095 | $6,332-82.7% | $5,194-78.9% | $10,885-89.9% |