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 | $71,381 | $175,202-59.3% | $149,673-52.3% | $139,434-48.8% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 12.91% | 166.71%-153.8pp | 134.42%-121.5pp | 372.94%-360.0pp |
| Employer contribution / active EE | $7,890 | $5,474+44.1% | $4,818+63.8% | $4,751+66.1% |
| Participant deferral / active EE | $2,455 | $6,519-62.3% | $5,680-56.8% | $6,710-63.4% |
| Admin fee / account holder | $511 | $16,150-96.8% | $13,210-96.1% | $11,403-95.5% |