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 | $53,271 | $210,648-74.7% | $177,989-70.1% | $145,922-63.5% |
| Participation rate | 82.4% | 80.8%+1.6pp | 77.1%+5.3pp | 80.3%+2.1pp |
| Annual return | 11.59% | 385.86%-374.3pp | 294.48%-282.9pp | 561.29%-549.7pp |
| Employer contribution / active EE | $2,441 | $4,565-46.5% | $3,949-38.2% | $4,660-47.6% |
| Participant deferral / active EE | $4,543 | $6,958-34.7% | $6,276-27.6% | $6,688-32.1% |
| Admin fee / account holder | $4,321 | $12,013-64.0% | $10,363-58.3% | $13,397-67.7% |