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 | $72,133 | $172,111-58.1% | $150,298-52.0% | $137,256-47.4% |
| Participation rate | 90.9% | 81.7%+9.2pp | 77.8%+13.1pp | 80.0%+10.9pp |
| Annual return | 16.38% | 69.37%-53.0pp | 62.79%-46.4pp | 220.34%-204.0pp |
| Employer contribution / active EE | $7,841 | $4,636+69.1% | $4,154+88.8% | $4,156+88.7% |
| Participant deferral / active EE | $21,998 | $6,166+256.8% | $5,453+303.4% | $6,407+243.3% |
| Admin fee / account holder | $2,355 | $16,471-85.7% | $14,116-83.3% | $12,270-80.8% |