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 5-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 | $88,680 | $202,432-56.2% | $169,368-47.6% | $139,434-36.4% |
| Participation rate | 90.0% | 81.1%+8.9pp | 77.1%+12.9pp | 80.3%+9.7pp |
| Annual return | 14.08% | 531.74%-517.7pp | 405.60%-391.5pp | 372.94%-358.9pp |
| Employer contribution / active EE | $1,926 | $4,692-59.0% | $4,013-52.0% | $4,751-59.5% |
| Participant deferral / active EE | $10,568 | $6,938+52.3% | $6,221+69.9% | $6,710+57.5% |
| Admin fee / account holder | $6,650 | $10,708-37.9% | $9,003-26.1% | $11,403-41.7% |