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 | $119,991 | $175,202-31.5% | $149,673-19.8% | $139,434-13.9% |
| Participation rate | 88.2% | 83.4%+4.9pp | 78.8%+9.5pp | 80.3%+7.9pp |
| Annual return | 19.97% | 166.71%-146.7pp | 134.42%-114.4pp | 372.94%-353.0pp |
| Employer contribution / active EE | $8,824 | $5,474+61.2% | $4,818+83.1% | $4,751+85.7% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $5,680-100.0% | $6,710-100.0% |
| Admin fee / account holder | $4,252 | $16,150-73.7% | $13,210-67.8% | $11,403-62.7% |