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 | $38,385 | $111,724-65.6% | $93,606-59.0% | $145,922-73.7% |
| Participation rate | 81.0% | 74.2%+6.7pp | 68.7%+12.2pp | 80.3%+0.7pp |
| Annual return | 9.70% | 202.98%-193.3pp | 133.20%-123.5pp | 561.29%-551.6pp |
| Employer contribution / active EE | $2,688 | $3,090-13.0% | $2,420+11.1% | $4,660-42.3% |
| Participant deferral / active EE | $6,879 | $4,912+40.0% | $4,411+55.9% | $6,688+2.9% |
| Admin fee / account holder | $20,264 | $10,250+97.7% | $8,285+144.6% | $13,397+51.3% |