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 | $96,586 | $175,202-44.9% | $149,673-35.5% | $139,434-30.7% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 14.30% | 166.71%-152.4pp | 134.42%-120.1pp | 372.94%-358.6pp |
| Employer contribution / active EE | $2,629 | $5,474-52.0% | $4,818-45.4% | $4,751-44.7% |
| Participant deferral / active EE | $4,481 | $6,519-31.3% | $5,680-21.1% | $6,710-33.2% |
| Admin fee / account holder | $42,090 | $16,150+160.6% | $13,210+218.6% | $11,403+269.1% |