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 | $105,040 | $202,432-48.1% | $169,368-38.0% | $139,434-24.7% |
| Participation rate | 92.9% | 81.1%+11.8pp | 77.1%+15.7pp | 80.3%+12.5pp |
| Annual return | 14.95% | 531.74%-516.8pp | 405.60%-390.7pp | 372.94%-358.0pp |
| Employer contribution / active EE | $6,125 | $4,692+30.5% | $4,013+52.6% | $4,751+28.9% |
| Participant deferral / active EE | $3,471 | $6,938-50.0% | $6,221-44.2% | $6,710-48.3% |
| Admin fee / account holder | $6,318 | $10,708-41.0% | $9,003-29.8% | $11,403-44.6% |