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 | $81,069 | $175,202-53.7% | $149,673-45.8% | $139,434-41.9% |
| Participation rate | 90.9% | 83.4%+7.5pp | 78.8%+12.1pp | 80.3%+10.6pp |
| Annual return | 28.88% | 166.71%-137.8pp | 134.42%-105.5pp | 372.94%-344.1pp |
| Employer contribution / active EE | $5,781 | $5,474+5.6% | $4,818+20.0% | $4,751+21.7% |
| Participant deferral / active EE | $6,224 | $6,519-4.5% | $5,680+9.6% | $6,710-7.3% |
| Admin fee / account holder | $922 | $16,150-94.3% | $13,210-93.0% | $11,403-91.9% |