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 | $72,413 | $183,519-60.5% | $155,509-53.4% | $145,922-50.4% |
| Participation rate | 90.5% | 82.7%+7.8pp | 78.2%+12.3pp | 80.3%+10.2pp |
| Annual return | 11.10% | 61.17%-50.1pp | 64.67%-53.6pp | 561.29%-550.2pp |
| Employer contribution / active EE | $5,741 | $5,313+8.1% | $4,672+22.9% | $4,660+23.2% |
| Participant deferral / active EE | $6,636 | $6,462+2.7% | $5,626+17.9% | $6,688-0.8% |
| Admin fee / account holder | $850 | $19,313-95.6% | $15,912-94.7% | $13,397-93.7% |