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 | $131,308 | $209,411-37.3% | $178,490-26.4% | $158,922-17.4% |
| Participation rate | 90.9% | 86.3%+4.6pp | 81.9%+9.0pp | 82.0%+9.0pp |
| Annual return | 13.29% | 188.75%-175.5pp | 151.07%-137.8pp | 302.83%-289.5pp |
| Employer contribution / active EE | $2,776 | $5,706-51.4% | $5,011-44.6% | $4,761-41.7% |
| Participant deferral / active EE | $6,839 | $5,954+14.9% | $5,202+31.5% | $5,982+14.3% |
| Admin fee / account holder | $469 | $17,074-97.3% | $13,984-96.6% | $11,246-95.8% |