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 | $33,723 | $176,056-80.8% | $159,436-78.8% | $167,490-79.9% |
| Participation rate | 91.7% | 84.9%+6.7pp | 82.8%+8.8pp | 82.1%+9.6pp |
| Annual return | 16.42% | 331.75%-315.3pp | 263.57%-247.1pp | 478.56%-462.1pp |
| Employer contribution / active EE | $1,904 | $5,297-64.0% | $4,829-60.6% | $4,837-60.6% |
| Participant deferral / active EE | $3,111 | $7,750-59.9% | $7,352-57.7% | $6,341-50.9% |
| Admin fee / account holder | $329 | $12,554-97.4% | $10,799-97.0% | $12,309-97.3% |