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 | $98,619 | $183,963-46.4% | $162,163-39.2% | $152,861-35.5% |
| Participation rate | 95.8% | 88.5%+7.3pp | 87.6%+8.3pp | 82.4%+13.4pp |
| Annual return | 27.00% | 150.76%-123.8pp | 115.59%-88.6pp | 345.32%-318.3pp |
| Employer contribution / active EE | $3,126 | $6,371-50.9% | $5,614-44.3% | $4,762-34.4% |
| Participant deferral / active EE | $5,107 | $8,034-36.4% | $7,298-30.0% | $5,850-12.7% |
| Admin fee / account holder | $892 | $13,121-93.2% | $10,843-91.8% | $11,596-92.3% |