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 7-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 | $100,825 | $209,411-51.9% | $178,490-43.5% | $158,922-36.6% |
| Participation rate | 94.7% | 86.3%+8.4pp | 81.9%+12.8pp | 82.0%+12.8pp |
| Annual return | 10.91% | 188.75%-177.8pp | 151.07%-140.2pp | 302.83%-291.9pp |
| Employer contribution / active EE | $6,560 | $5,706+15.0% | $5,011+30.9% | $4,761+37.8% |
| Participant deferral / active EE | $5,716 | $5,954-4.0% | $5,202+9.9% | $5,982-4.5% |
| Admin fee / account holder | $992 | $17,074-94.2% | $13,984-92.9% | $11,246-91.2% |