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 | $142,823 | $202,432-29.4% | $169,368-15.7% | $139,434+2.4% |
| Participation rate | 90.9% | 81.1%+9.8pp | 77.1%+13.8pp | 80.3%+10.6pp |
| Annual return | 13.66% | 531.74%-518.1pp | 405.60%-391.9pp | 372.94%-359.3pp |
| Employer contribution / active EE | $1,370 | $4,692-70.8% | $4,013-65.9% | $4,751-71.2% |
| Participant deferral / active EE | $2,893 | $6,938-58.3% | $6,221-53.5% | $6,710-56.9% |
| Admin fee / account holder | $5,090 | $10,708-52.5% | $9,003-43.5% | $11,403-55.4% |