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 | $130,300 | $183,519-29.0% | $155,509-16.2% | $145,922-10.7% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 18.42% | 61.17%-42.7pp | 64.67%-46.2pp | 561.29%-542.9pp |
| Employer contribution / active EE | $2,273 | $5,313-57.2% | $4,672-51.4% | $4,660-51.2% |
| Participant deferral / active EE | $3,786 | $6,462-41.4% | $5,626-32.7% | $6,688-43.4% |
| Admin fee / account holder | $10,519 | $19,313-45.5% | $15,912-33.9% | $13,397-21.5% |