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 | $113,140 | $183,519-38.4% | $155,509-27.2% | $145,922-22.5% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 9.78% | 61.17%-51.4pp | 64.67%-54.9pp | 561.29%-551.5pp |
| Employer contribution / active EE | $2,339 | $5,313-56.0% | $4,672-49.9% | $4,660-49.8% |
| Participant deferral / active EE | $3,632 | $6,462-43.8% | $5,626-35.4% | $6,688-45.7% |
| Admin fee / account holder | $992 | $19,313-94.9% | $15,912-93.8% | $13,397-92.6% |