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 | $99,888 | $226,064-55.8% | $182,532-45.3% | $152,861-34.7% |
| Participation rate | 91.3% | 82.5%+8.8pp | 78.0%+13.3pp | 82.4%+8.9pp |
| Annual return | 20.47% | 192.51%-172.0pp | 148.54%-128.1pp | 345.32%-324.8pp |
| Employer contribution / active EE | $2,610 | $4,978-47.6% | $4,076-36.0% | $4,762-45.2% |
| Participant deferral / active EE | $7,584 | $6,368+19.1% | $5,524+37.3% | $5,850+29.6% |
| Admin fee / account holder | $5,360 | $10,703-49.9% | $8,592-37.6% | $11,596-53.8% |