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 | $103,665 | $165,335-37.3% | $149,696-30.7% | $158,922-34.8% |
| Participation rate | 94.7% | 84.6%+10.2pp | 82.5%+12.3pp | 82.0%+12.8pp |
| Annual return | 66.90% | 348.15%-281.3pp | 276.60%-209.7pp | 302.83%-235.9pp |
| Employer contribution / active EE | $2,697 | $5,103-47.1% | $4,644-41.9% | $4,761-43.4% |
| Participant deferral / active EE | $6,663 | $7,181-7.2% | $6,842-2.6% | $5,982+11.4% |
| Admin fee / account holder | $1,546 | $10,807-85.7% | $9,309-83.4% | $11,246-86.3% |