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 | $82,482 | $144,119-42.8% | $117,854-30.0% | $147,584-44.1% |
| Participation rate | 94.7% | 83.4%+11.3pp | 79.7%+15.1pp | 82.8%+11.9pp |
| Annual return | 17.40% | 531.15%-513.7pp | 335.08%-317.7pp | 578.55%-561.2pp |
| Employer contribution / active EE | $3,297 | $4,896-32.7% | $3,786-12.9% | $4,876-32.4% |
| Participant deferral / active EE | $8,701 | $5,316+63.7% | $4,482+94.1% | $5,439+60.0% |
| Admin fee / account holder | $1,111 | $10,886-89.8% | $8,020-86.2% | $10,885-89.8% |