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 | $110,617 | $175,202-36.9% | $149,673-26.1% | $139,434-20.7% |
| Participation rate | 90.5% | 83.4%+7.1pp | 78.8%+11.7pp | 80.3%+10.2pp |
| Annual return | 15.98% | 166.71%-150.7pp | 134.42%-118.4pp | 372.94%-357.0pp |
| Employer contribution / active EE | $9,066 | $5,474+65.6% | $4,818+88.2% | $4,751+90.8% |
| Participant deferral / active EE | $7,538 | $6,519+15.6% | $5,680+32.7% | $6,710+12.3% |
| Admin fee / account holder | $2,674 | $16,150-83.4% | $13,210-79.8% | $11,403-76.6% |