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 | $75,158 | $176,056-57.3% | $159,436-52.9% | $167,490-55.1% |
| Participation rate | 90.0% | 84.9%+5.1pp | 82.8%+7.2pp | 82.1%+7.9pp |
| Annual return | 16.08% | 331.75%-315.7pp | 263.57%-247.5pp | 478.56%-462.5pp |
| Employer contribution / active EE | $1,811 | $5,297-65.8% | $4,829-62.5% | $4,837-62.6% |
| Participant deferral / active EE | $3,266 | $7,750-57.9% | $7,352-55.6% | $6,341-48.5% |
| Admin fee / account holder | $5,074 | $12,554-59.6% | $10,799-53.0% | $12,309-58.8% |