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 | $87,331 | $175,202-50.2% | $149,673-41.7% | $139,434-37.4% |
| Participation rate | 90.9% | 83.4%+7.5pp | 78.8%+12.1pp | 80.3%+10.6pp |
| Annual return | 17.35% | 166.71%-149.4pp | 134.42%-117.1pp | 372.94%-355.6pp |
| Employer contribution / active EE | $2,406 | $5,474-56.1% | $4,818-50.1% | $4,751-49.4% |
| Participant deferral / active EE | $6,298 | $6,519-3.4% | $5,680+10.9% | $6,710-6.1% |
| Admin fee / account holder | $8,133 | $16,150-49.6% | $13,210-38.4% | $11,403-28.7% |