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 | $113,463 | $210,648-46.1% | $177,989-36.3% | $145,922-22.2% |
| Participation rate | 93.3% | 80.8%+12.6pp | 77.1%+16.2pp | 80.3%+13.1pp |
| Annual return | 10.13% | 385.86%-375.7pp | 294.48%-284.4pp | 561.29%-551.2pp |
| Employer contribution / active EE | $5,287 | $4,565+15.8% | $3,949+33.9% | $4,660+13.5% |
| Participant deferral / active EE | $2,986 | $6,958-57.1% | $6,276-52.4% | $6,688-55.3% |
| Admin fee / account holder | $19,363 | $12,013+61.2% | $10,363+86.8% | $13,397+44.5% |