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 | $111,097 | $209,411-46.9% | $178,490-37.8% | $158,922-30.1% |
| Participation rate | 92.3% | 86.3%+6.0pp | 81.9%+10.4pp | 82.0%+10.3pp |
| Annual return | 19.94% | 188.75%-168.8pp | 151.07%-131.1pp | 302.83%-282.9pp |
| Employer contribution / active EE | $8,892 | $5,706+55.8% | $5,011+77.5% | $4,761+86.8% |
| Participant deferral / active EE | $4,267 | $5,954-28.3% | $5,202-18.0% | $5,982-28.7% |
| Admin fee / account holder | $2,848 | $17,074-83.3% | $13,984-79.6% | $11,246-74.7% |