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 | $116,922 | $175,202-33.3% | $149,673-21.9% | $139,434-16.1% |
| Participation rate | 92.9% | 83.4%+9.5pp | 78.8%+14.1pp | 80.3%+12.5pp |
| Annual return | 29.81% | 166.71%-136.9pp | 134.42%-104.6pp | 372.94%-343.1pp |
| Employer contribution / active EE | $17,987 | $5,474+228.6% | $4,818+273.4% | $4,751+278.6% |
| Participant deferral / active EE | $7,898 | $6,519+21.2% | $5,680+39.0% | $6,710+17.7% |
| Admin fee / account holder | $4,723 | $16,150-70.8% | $13,210-64.2% | $11,403-58.6% |