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 | $101,284 | $198,466-49.0% | $170,442-40.6% | $147,584-31.4% |
| Participation rate | 92.3% | 88.0%+4.3pp | 83.6%+8.7pp | 82.8%+9.5pp |
| Annual return | 19.49% | 257.29%-237.8pp | 205.93%-186.4pp | 578.55%-559.1pp |
| Employer contribution / active EE | $2,272 | $6,184-63.3% | $5,433-58.2% | $4,876-53.4% |
| Participant deferral / active EE | $2,579 | $5,629-54.2% | $4,939-47.8% | $5,439-52.6% |
| Admin fee / account holder | $2,804 | $16,852-83.4% | $13,880-79.8% | $10,885-74.2% |