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 | $111,337 | $177,572-37.3% | $154,803-28.1% | $142,382-21.8% |
| Participation rate | 90.9% | 82.1%+8.9pp | 78.1%+12.8pp | 80.1%+10.8pp |
| Annual return | 18.49% | 65.07%-46.6pp | 58.88%-40.4pp | 217.08%-198.6pp |
| Employer contribution / active EE | $8,016 | $4,810+66.6% | $4,305+86.2% | $4,299+86.5% |
| Participant deferral / active EE | $7,592 | $6,272+21.0% | $5,540+37.0% | $6,507+16.7% |
| Admin fee / account holder | $620 | $16,786-96.3% | $14,329-95.7% | $12,624-95.1% |