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 | $23,573 | $176,662-86.7% | $130,648-82.0% | $152,861-84.6% |
| Participation rate | 85.7% | 79.0%+6.8pp | 71.7%+14.0pp | 82.4%+3.3pp |
| Annual return | 19.53% | 2692.24%-2672.7pp | 1708.96%-1689.4pp | 345.32%-325.8pp |
| Employer contribution / active EE | $1,302 | $5,742-77.3% | $4,092-68.2% | $4,762-72.7% |
| Participant deferral / active EE | $3,190 | $4,361-26.8% | $3,603-11.4% | $5,850-45.5% |
| Admin fee / account holder | $1,160 | $7,133-83.7% | $5,464-78.8% | $11,596-90.0% |