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 | $112,025 | $183,519-39.0% | $155,509-28.0% | $145,922-23.2% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 12.68% | 61.17%-48.5pp | 64.67%-52.0pp | 561.29%-548.6pp |
| Employer contribution / active EE | $3,095 | $5,313-41.7% | $4,672-33.8% | $4,660-33.6% |
| Participant deferral / active EE | $5,913 | $6,462-8.5% | $5,626+5.1% | $6,688-11.6% |
| Admin fee / account holder | $1,016 | $19,313-94.7% | $15,912-93.6% | $13,397-92.4% |