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 | $37,029 | $175,202-78.9% | $149,673-75.3% | $139,434-73.4% |
| Participation rate | 84.6% | 83.4%+1.2pp | 78.8%+5.8pp | 80.3%+4.3pp |
| Annual return | 28.25% | 166.71%-138.5pp | 134.42%-106.2pp | 372.94%-344.7pp |
| Employer contribution / active EE | $1,099 | $5,474-79.9% | $4,818-77.2% | $4,751-76.9% |
| Participant deferral / active EE | $2,072 | $6,519-68.2% | $5,680-63.5% | $6,710-69.1% |
| Admin fee / account holder | $2,474 | $16,150-84.7% | $13,210-81.3% | $11,403-78.3% |