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 | $32,767 | $176,056-81.4% | $159,436-79.4% | $167,490-80.4% |
| Participation rate | 93.3% | 84.9%+8.4pp | 82.8%+10.5pp | 82.1%+11.2pp |
| Annual return | 14.29% | 331.75%-317.5pp | 263.57%-249.3pp | 478.56%-464.3pp |
| Employer contribution / active EE | $6,983 | $5,297+31.8% | $4,829+44.6% | $4,837+44.4% |
| Participant deferral / active EE | $5,977 | $7,750-22.9% | $7,352-18.7% | $6,341-5.8% |
| Admin fee / account holder | $1,670 | $12,554-86.7% | $10,799-84.5% | $12,309-86.4% |