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 | $121,375 | $157,256-22.8% | $141,162-14.0% | $152,861-20.6% |
| Participation rate | 93.3% | 84.8%+8.5pp | 82.5%+10.9pp | 82.4%+10.9pp |
| Annual return | 18.25% | 64.32%-46.1pp | 71.39%-53.1pp | 345.32%-327.1pp |
| Employer contribution / active EE | $5,717 | $5,261+8.7% | $4,735+20.7% | $4,762+20.1% |
| Participant deferral / active EE | $13,163 | $7,109+85.2% | $6,709+96.2% | $5,850+125.0% |
| Admin fee / account holder | $627 | $12,120-94.8% | $10,261-93.9% | $11,596-94.6% |