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 | $112,793 | $209,411-46.1% | $178,490-36.8% | $158,922-29.0% |
| Participation rate | 93.8% | 86.3%+7.4pp | 81.9%+11.8pp | 82.0%+11.8pp |
| Annual return | 11.58% | 188.75%-177.2pp | 151.07%-139.5pp | 302.83%-291.2pp |
| Employer contribution / active EE | $2,151 | $5,706-62.3% | $5,011-57.1% | $4,761-54.8% |
| Participant deferral / active EE | $5,788 | $5,954-2.8% | $5,202+11.3% | $5,982-3.2% |
| Admin fee / account holder | $774 | $17,074-95.5% | $13,984-94.5% | $11,246-93.1% |