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 | $82,422 | $111,814-26.3% | $93,654-12.0% | $145,959-43.5% |
| Participation rate | 90.9% | 74.2%+16.7pp | 68.7%+22.2pp | 80.3%+10.6pp |
| Annual return | 14.95% | 203.30%-188.3pp | 133.34%-118.4pp | 561.95%-547.0pp |
| Employer contribution / active EE | $2,171 | $3,092-29.8% | $2,421-10.3% | $4,661-53.4% |
| Participant deferral / active EE | $3,336 | $4,914-32.1% | $4,413-24.4% | $6,689-50.1% |
| Admin fee / account holder | $406 | $10,246-96.0% | $8,282-95.1% | $13,398-97.0% |