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 8-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 | $109,522 | $112,881-3.0% | $90,951+20.4% | $158,922-31.1% |
| Participation rate | 90.5% | 74.7%+15.7pp | 69.0%+21.5pp | 82.0%+8.5pp |
| Annual return | 17.37% | 215.79%-198.4pp | 134.60%-117.2pp | 302.83%-285.5pp |
| Employer contribution / active EE | $1,352 | $2,893-53.3% | $2,122-36.3% | $4,761-71.6% |
| Participant deferral / active EE | $5,024 | $4,128+21.7% | $3,373+48.9% | $5,982-16.0% |
| Admin fee / account holder | $1,245 | $8,041-84.5% | $5,959-79.1% | $11,246-88.9% |