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 | $67,467 | $175,202-61.5% | $149,673-54.9% | $139,434-51.6% |
| Participation rate | 90.9% | 83.4%+7.5pp | 78.8%+12.1pp | 80.3%+10.6pp |
| Annual return | 11.54% | 166.71%-155.2pp | 134.42%-122.9pp | 372.94%-361.4pp |
| Employer contribution / active EE | $11,847 | $5,474+116.4% | $4,818+145.9% | $4,751+149.4% |
| Participant deferral / active EE | $6,447 | $6,519-1.1% | $5,680+13.5% | $6,710-3.9% |
| Admin fee / account holder | $24,633 | $16,150+52.5% | $13,210+86.5% | $11,403+116.0% |