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 | $105,583 | $209,832-49.7% | $189,513-44.3% | $167,490-37.0% |
| Participation rate | 87.5% | 88.7%-1.2pp | 87.8%-0.3pp | 82.1%+5.4pp |
| Annual return | 24.33% | 748.27%-723.9pp | 555.15%-530.8pp | 478.56%-454.2pp |
| Employer contribution / active EE | $3,930 | $6,914-43.2% | $6,162-36.2% | $4,837-18.8% |
| Participant deferral / active EE | $13,086 | $8,935+46.5% | $8,221+59.2% | $6,341+106.4% |
| Admin fee / account holder | $17,288 | $14,293+21.0% | $12,045+43.5% | $12,309+40.5% |