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 | $81,038 | $210,648-61.5% | $177,989-54.5% | $145,922-44.5% |
| Participation rate | 88.9% | 80.8%+8.1pp | 77.1%+11.8pp | 80.3%+8.6pp |
| Annual return | 15.34% | 385.86%-370.5pp | 294.48%-279.1pp | 561.29%-545.9pp |
| Employer contribution / active EE | $2,916 | $4,565-36.1% | $3,949-26.2% | $4,660-37.4% |
| Participant deferral / active EE | $7,472 | $6,958+7.4% | $6,276+19.0% | $6,688+11.7% |
| Admin fee / account holder | $2,746 | $12,013-77.1% | $10,363-73.5% | $13,397-79.5% |