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 | $99,143 | $144,119-31.2% | $117,854-15.9% | $147,584-32.8% |
| Participation rate | 85.7% | 83.4%+2.3pp | 79.7%+6.1pp | 82.8%+2.9pp |
| Annual return | 15.24% | 531.15%-515.9pp | 335.08%-319.8pp | 578.55%-563.3pp |
| Employer contribution / active EE | $2,608 | $4,896-46.7% | $3,786-31.1% | $4,876-46.5% |
| Participant deferral / active EE | $9,297 | $5,316+74.9% | $4,482+107.4% | $5,439+70.9% |
| Admin fee / account holder | $669 | $10,886-93.9% | $8,020-91.7% | $10,885-93.9% |