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 | $97,335 | $175,202-44.4% | $149,673-35.0% | $139,434-30.2% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 17.17% | 166.71%-149.5pp | 134.42%-117.2pp | 372.94%-355.8pp |
| Employer contribution / active EE | $4,035 | $5,474-26.3% | $4,818-16.2% | $4,751-15.1% |
| Participant deferral / active EE | $9,216 | $6,519+41.4% | $5,680+62.2% | $6,710+37.3% |
| Admin fee / account holder | $334 | $16,150-97.9% | $13,210-97.5% | $11,403-97.1% |