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 | $58,185 | $159,602-63.5% | $150,045-61.2% | $142,382-59.1% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.3%+8.6pp | 80.1%+10.8pp |
| Annual return | 30.38% | 70.24%-39.9pp | 62.55%-32.2pp | 217.08%-186.7pp |
| Employer contribution / active EE | $1,700 | $4,961-65.7% | $4,693-63.8% | $4,299-60.5% |
| Participant deferral / active EE | $15,274 | $8,310+83.8% | $7,997+91.0% | $6,507+134.7% |
| Admin fee / account holder | $729 | $14,846-95.1% | $13,435-94.6% | $12,624-94.2% |