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 | $80,638 | $175,202-54.0% | $149,673-46.1% | $139,434-42.2% |
| Participation rate | 91.7% | 83.4%+8.3pp | 78.8%+12.9pp | 80.3%+11.3pp |
| Annual return | 16.14% | 166.71%-150.6pp | 134.42%-118.3pp | 372.94%-356.8pp |
| Employer contribution / active EE | $7,517 | $5,474+37.3% | $4,818+56.0% | $4,751+58.2% |
| Participant deferral / active EE | $3,688 | $6,519-43.4% | $5,680-35.1% | $6,710-45.0% |
| Admin fee / account holder | $1,035 | $16,150-93.6% | $13,210-92.2% | $11,403-90.9% |