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 | $71,145 | $201,272-64.7% | $184,203-61.4% | $145,922-51.2% |
| Participation rate | 93.8% | 87.5%+6.3pp | 86.8%+6.9pp | 80.3%+13.5pp |
| Annual return | 12.58% | 29.00%-16.4pp | 28.81%-16.2pp | 561.29%-548.7pp |
| Employer contribution / active EE | $2,828 | $7,022-59.7% | $6,427-56.0% | $4,660-39.3% |
| Participant deferral / active EE | $7,492 | $9,806-23.6% | $9,131-18.0% | $6,688+12.0% |
| Admin fee / account holder | $19,982 | $16,364+22.1% | $13,901+43.7% | $13,397+49.2% |