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 | $43,373 | $175,202-75.2% | $149,673-71.0% | $139,434-68.9% |
| Participation rate | 92.3% | 83.4%+8.9pp | 78.8%+13.5pp | 80.3%+12.0pp |
| Annual return | 15.81% | 166.71%-150.9pp | 134.42%-118.6pp | 372.94%-357.1pp |
| Employer contribution / active EE | $1,701 | $5,474-68.9% | $4,818-64.7% | $4,751-64.2% |
| Participant deferral / active EE | $3,520 | $6,519-46.0% | $5,680-38.0% | $6,710-47.5% |
| Admin fee / account holder | $381 | $16,150-97.6% | $13,210-97.1% | $11,403-96.7% |