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 | $100,034 | $177,572-43.7% | $154,803-35.4% | $142,382-29.7% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.1%+13.6pp | 80.1%+11.5pp |
| Annual return | 14.71% | 65.07%-50.4pp | 58.88%-44.2pp | 217.08%-202.4pp |
| Employer contribution / active EE | $2,430 | $4,810-49.5% | $4,305-43.6% | $4,299-43.5% |
| Participant deferral / active EE | $7,973 | $6,272+27.1% | $5,540+43.9% | $6,507+22.5% |
| Admin fee / account holder | $51,236 | $16,786+205.2% | $14,329+257.6% | $12,624+305.9% |