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 | $110,250 | $217,402-49.3% | $185,823-40.7% | $167,490-34.2% |
| Participation rate | 90.0% | 86.0%+4.0pp | 81.7%+8.3pp | 82.1%+7.9pp |
| Annual return | 90.21% | 148.36%-58.2pp | 122.05%-31.8pp | 478.56%-388.3pp |
| Employer contribution / active EE | $2,085 | $5,873-64.5% | $5,167-59.7% | $4,837-56.9% |
| Participant deferral / active EE | $4,170 | $6,356-34.4% | $5,568-25.1% | $6,341-34.2% |
| Admin fee / account holder | $8,326 | $19,811-58.0% | $16,237-48.7% | $12,309-32.4% |