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 | $52,835 | $175,202-69.8% | $149,673-64.7% | $139,434-62.1% |
| Participation rate | 95.5% | 83.4%+12.1pp | 78.8%+16.7pp | 80.3%+15.1pp |
| Annual return | 11.01% | 166.71%-155.7pp | 134.42%-123.4pp | 372.94%-361.9pp |
| Employer contribution / active EE | $2,845 | $5,474-48.0% | $4,818-41.0% | $4,751-40.1% |
| Participant deferral / active EE | $4,767 | $6,519-26.9% | $5,680-16.1% | $6,710-29.0% |
| Admin fee / account holder | $2,554 | $16,150-84.2% | $13,210-80.7% | $11,403-77.6% |