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 | $72,124 | $172,111-58.1% | $150,298-52.0% | $137,256-47.5% |
| Participation rate | 94.1% | 81.7%+12.4pp | 77.8%+16.4pp | 80.0%+14.2pp |
| Annual return | 38.66% | 69.37%-30.7pp | 62.79%-24.1pp | 220.34%-181.7pp |
| Employer contribution / active EE | $4,637 | $4,6360% | $4,154+11.6% | $4,156+11.6% |
| Participant deferral / active EE | $4,544 | $6,166-26.3% | $5,453-16.7% | $6,407-29.1% |
| Admin fee / account holder | $9,829 | $16,471-40.3% | $14,116-30.4% | $12,270-19.9% |