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 | $100,450 | $175,202-42.7% | $149,673-32.9% | $139,434-28.0% |
| Participation rate | 91.3% | 83.4%+7.9pp | 78.8%+12.5pp | 80.3%+11.0pp |
| Annual return | 32.31% | 166.71%-134.4pp | 134.42%-102.1pp | 372.94%-340.6pp |
| Employer contribution / active EE | $5,662 | $5,474+3.4% | $4,818+17.5% | $4,751+19.2% |
| Participant deferral / active EE | $4,092 | $6,519-37.2% | $5,680-28.0% | $6,710-39.0% |
| Admin fee / account holder | $1,365 | $16,150-91.5% | $13,210-89.7% | $11,403-88.0% |