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 | $98,829 | $217,402-54.5% | $185,823-46.8% | $167,490-41.0% |
| Participation rate | 95.5% | 86.0%+9.4pp | 81.7%+13.8pp | 82.1%+13.3pp |
| Annual return | 9.29% | 148.36%-139.1pp | 122.05%-112.8pp | 478.56%-469.3pp |
| Employer contribution / active EE | $3,010 | $5,873-48.8% | $5,167-41.8% | $4,837-37.8% |
| Participant deferral / active EE | $8,273 | $6,356+30.2% | $5,568+48.6% | $6,341+30.5% |
| Admin fee / account holder | $65,970 | $19,811+233.0% | $16,237+306.3% | $12,309+435.9% |