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 | $26,865 | $175,202-84.7% | $149,673-82.1% | $139,434-80.7% |
| Participation rate | 72.2% | 83.4%-11.2pp | 78.8%-6.5pp | 80.3%-8.1pp |
| Annual return | 19.89% | 166.71%-146.8pp | 134.42%-114.5pp | 372.94%-353.0pp |
| Employer contribution / active EE | $1,308 | $5,474-76.1% | $4,818-72.9% | $4,751-72.5% |
| Participant deferral / active EE | $2,154 | $6,519-67.0% | $5,680-62.1% | $6,710-67.9% |
| Admin fee / account holder | $825 | $16,150-94.9% | $13,210-93.8% | $11,403-92.8% |