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 | $99,490 | $175,202-43.2% | $149,673-33.5% | $139,434-28.6% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 16.81% | 166.71%-149.9pp | 134.42%-117.6pp | 372.94%-356.1pp |
| Employer contribution / active EE | $3,160 | $5,474-42.3% | $4,818-34.4% | $4,751-33.5% |
| Participant deferral / active EE | $6,197 | $6,519-4.9% | $5,680+9.1% | $6,710-7.6% |
| Admin fee / account holder | $1,794 | $16,150-88.9% | $13,210-86.4% | $11,403-84.3% |