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 | $74,242 | $175,202-57.6% | $149,673-50.4% | $139,434-46.8% |
| Participation rate | 94.7% | 83.4%+11.4pp | 78.8%+16.0pp | 80.3%+14.4pp |
| Annual return | 10.95% | 166.71%-155.8pp | 134.42%-123.5pp | 372.94%-362.0pp |
| Employer contribution / active EE | $6,324 | $5,474+15.5% | $4,818+31.3% | $4,751+33.1% |
| Participant deferral / active EE | $4,245 | $6,519-34.9% | $5,680-25.3% | $6,710-36.7% |
| Admin fee / account holder | $338 | $16,150-97.9% | $13,210-97.4% | $11,403-97.0% |