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 | $81,604 | $81,6320% | $70,449+15.8% | $158,922-48.7% |
| Participation rate | 86.7% | 77.7%+8.9pp | 75.1%+11.6pp | 82.0%+4.7pp |
| Annual return | 17.78% | 208.40%-190.6pp | 109.03%-91.2pp | 302.83%-285.0pp |
| Employer contribution / active EE | $5,734 | $3,217+78.2% | $2,737+109.5% | $4,761+20.4% |
| Participant deferral / active EE | $7,749 | $4,554+70.2% | $3,709+108.9% | $5,982+29.5% |
| Admin fee / account holder | $13,855 | $6,193+123.7% | $3,845+260.3% | $11,246+23.2% |