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 | $77,099 | $172,111-55.2% | $150,298-48.7% | $137,256-43.8% |
| Participation rate | 95.7% | 81.7%+13.9pp | 77.8%+17.9pp | 80.0%+15.7pp |
| Annual return | 18.63% | 69.37%-50.7pp | 62.79%-44.2pp | 220.34%-201.7pp |
| Employer contribution / active EE | $4,803 | $4,636+3.6% | $4,154+15.6% | $4,156+15.6% |
| Participant deferral / active EE | $9,642 | $6,166+56.4% | $5,453+76.8% | $6,407+50.5% |
| Admin fee / account holder | $768 | $16,471-95.3% | $14,116-94.6% | $12,270-93.7% |