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 | $133,217 | $183,963-27.6% | $162,163-17.8% | $152,861-12.9% |
| Participation rate | 95.7% | 88.5%+7.1pp | 87.6%+8.1pp | 82.4%+13.2pp |
| Annual return | 14.83% | 150.76%-135.9pp | 115.59%-100.8pp | 345.32%-330.5pp |
| Employer contribution / active EE | $1,549 | $6,371-75.7% | $5,614-72.4% | $4,762-67.5% |
| Participant deferral / active EE | $5,171 | $8,034-35.6% | $7,298-29.1% | $5,850-11.6% |
| Admin fee / account holder | $830 | $13,121-93.7% | $10,843-92.3% | $11,596-92.8% |