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 | $115,180 | $203,436-43.4% | $152,466-24.5% | $167,490-31.2% |
| Participation rate | 94.1% | 82.3%+11.8pp | 78.2%+15.9pp | 82.1%+12.0pp |
| Annual return | 11.40% | 13.80%-2.4pp | 757.33%-745.9pp | 478.56%-467.2pp |
| Employer contribution / active EE | $2,036 | $5,220-61.0% | $4,327-52.9% | $4,837-57.9% |
| Participant deferral / active EE | $7,150 | $6,716+6.5% | $5,820+22.9% | $6,341+12.8% |
| Admin fee / account holder | $13,906 | $22,506-38.2% | $15,805-12.0% | $12,309+13.0% |