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 | $106,573 | $209,411-49.1% | $178,490-40.3% | $158,922-32.9% |
| Participation rate | 95.2% | 86.3%+8.9pp | 81.9%+13.3pp | 82.0%+13.3pp |
| Annual return | 12.83% | 188.75%-175.9pp | 151.07%-138.2pp | 302.83%-290.0pp |
| Employer contribution / active EE | $6,862 | $5,706+20.3% | $5,011+37.0% | $4,761+44.1% |
| Participant deferral / active EE | $7,596 | $5,954+27.6% | $5,202+46.0% | $5,982+27.0% |
| Admin fee / account holder | $553 | $17,074-96.8% | $13,984-96.0% | $11,246-95.1% |