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 | $91,246 | $175,202-47.9% | $149,673-39.0% | $139,434-34.6% |
| Participation rate | 90.9% | 83.4%+7.5pp | 78.8%+12.1pp | 80.3%+10.6pp |
| Annual return | 20.26% | 166.71%-146.4pp | 134.42%-114.2pp | 372.94%-352.7pp |
| Employer contribution / active EE | $8,865 | $5,474+61.9% | $4,818+84.0% | $4,751+86.6% |
| Participant deferral / active EE | $8,105 | $6,519+24.3% | $5,680+42.7% | $6,710+20.8% |
| Admin fee / account holder | $1,005 | $16,150-93.8% | $13,210-92.4% | $11,403-91.2% |