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 | $103,598 | $175,202-40.9% | $149,673-30.8% | $139,434-25.7% |
| Participation rate | 93.3% | 83.4%+10.0pp | 78.8%+14.6pp | 80.3%+13.0pp |
| Annual return | 21.89% | 166.71%-144.8pp | 134.42%-112.5pp | 372.94%-351.1pp |
| Employer contribution / active EE | $2,065 | $5,474-62.3% | $4,818-57.1% | $4,751-56.5% |
| Participant deferral / active EE | $6,835 | $6,519+4.9% | $5,680+20.3% | $6,710+1.9% |
| Admin fee / account holder | $3,616 | $16,150-77.6% | $13,210-72.6% | $11,403-68.3% |