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 | $88,422 | $157,256-43.8% | $141,162-37.4% | $152,861-42.2% |
| Participation rate | 91.7% | 84.8%+6.8pp | 82.5%+9.2pp | 82.4%+9.2pp |
| Annual return | 18.53% | 64.32%-45.8pp | 71.39%-52.9pp | 345.32%-326.8pp |
| Employer contribution / active EE | $7,689 | $5,261+46.1% | $4,735+62.4% | $4,762+61.4% |
| Participant deferral / active EE | $8,604 | $7,109+21.0% | $6,709+28.3% | $5,850+47.1% |
| Admin fee / account holder | $1,443 | $12,120-88.1% | $10,261-85.9% | $11,596-87.6% |