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 | $113,545 | $175,202-35.2% | $149,673-24.1% | $139,434-18.6% |
| Participation rate | 90.9% | 83.4%+7.5pp | 78.8%+12.1pp | 80.3%+10.6pp |
| Annual return | 17.86% | 166.71%-148.8pp | 134.42%-116.6pp | 372.94%-355.1pp |
| Employer contribution / active EE | $2,656 | $5,474-51.5% | $4,818-44.9% | $4,751-44.1% |
| Participant deferral / active EE | $7,690 | $6,519+18.0% | $5,680+35.4% | $6,710+14.6% |
| Admin fee / account holder | $328 | $16,150-98.0% | $13,210-97.5% | $11,403-97.1% |