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 | $69,029 | $177,572-61.1% | $154,803-55.4% | $142,382-51.5% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.1%+13.6pp | 80.1%+11.5pp |
| Annual return | 20.84% | 65.07%-44.2pp | 58.88%-38.0pp | 217.08%-196.2pp |
| Employer contribution / active EE | $1,963 | $4,810-59.2% | $4,305-54.4% | $4,299-54.3% |
| Participant deferral / active EE | $4,496 | $6,272-28.3% | $5,540-18.9% | $6,507-30.9% |
| Admin fee / account holder | $408 | $16,786-97.6% | $14,329-97.2% | $12,624-96.8% |