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 | $125,607 | $157,256-20.1% | $141,162-11.0% | $152,861-17.8% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.4%+7.6pp |
| Annual return | 21.52% | 64.32%-42.8pp | 71.39%-49.9pp | 345.32%-323.8pp |
| Employer contribution / active EE | $8,384 | $5,261+59.4% | $4,735+77.1% | $4,762+76.0% |
| Participant deferral / active EE | $8,228 | $7,109+15.7% | $6,709+22.6% | $5,850+40.6% |
| Admin fee / account holder | $1,044 | $12,120-91.4% | $10,261-89.8% | $11,596-91.0% |