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 | $103,744 | $183,519-43.5% | $155,509-33.3% | $145,922-28.9% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 11.80% | 61.17%-49.4pp | 64.67%-52.9pp | 561.29%-549.5pp |
| Employer contribution / active EE | $7,850 | $5,313+47.8% | $4,672+68.0% | $4,660+68.5% |
| Participant deferral / active EE | $8,433 | $6,462+30.5% | $5,626+49.9% | $6,688+26.1% |
| Admin fee / account holder | $599 | $19,313-96.9% | $15,912-96.2% | $13,397-95.5% |