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 | $113,093 | $176,056-35.8% | $159,436-29.1% | $167,490-32.5% |
| Participation rate | 87.5% | 84.9%+2.6pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 12.94% | 331.75%-318.8pp | 263.57%-250.6pp | 478.56%-465.6pp |
| Employer contribution / active EE | $2,784 | $5,297-47.4% | $4,829-42.3% | $4,837-42.4% |
| Participant deferral / active EE | $9,368 | $7,750+20.9% | $7,352+27.4% | $6,341+47.7% |
| Admin fee / account holder | $81,240 | $12,554+547.1% | $10,799+652.3% | $12,309+560.0% |