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 | $110,572 | $157,256-29.7% | $141,162-21.7% | $152,861-27.7% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 21.16% | 64.32%-43.2pp | 71.39%-50.2pp | 345.32%-324.2pp |
| Employer contribution / active EE | $3,118 | $5,261-40.7% | $4,735-34.2% | $4,762-34.5% |
| Participant deferral / active EE | $10,974 | $7,109+54.4% | $6,709+63.6% | $5,850+87.6% |
| Admin fee / account holder | $391 | $12,120-96.8% | $10,261-96.2% | $11,596-96.6% |