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 | $111,909 | $65,409+71.1% | $98,442+13.7% | $85,850+30.4% |
| Participation rate | 85.0% | 65.0%+20.0pp | 73.3%+11.7pp | 69.3%+15.7pp |
| Annual return | 23.23% | 21.76%+1.5pp | 1492.73%-1469.5pp | 318.53%-295.3pp |
| Employer contribution / active EE | $506 | $2,168-76.6% | $2,960-82.9% | $2,565-80.3% |
| Participant deferral / active EE | $3,149 | $3,166-0.5% | $4,276-26.4% | $3,952-20.3% |
| Admin fee / account holder | $1,813 | $4,593-60.5% | $5,949-69.5% | $6,260-71.0% |