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 | $104,067 | $175,202-40.6% | $149,673-30.5% | $139,434-25.4% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 18.96% | 166.71%-147.7pp | 134.42%-115.5pp | 372.94%-354.0pp |
| Employer contribution / active EE | $2,126 | $5,474-61.2% | $4,818-55.9% | $4,751-55.3% |
| Participant deferral / active EE | $3,489 | $6,519-46.5% | $5,680-38.6% | $6,710-48.0% |
| Admin fee / account holder | $1,215 | $16,150-92.5% | $13,210-90.8% | $11,403-89.3% |