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 | $51,353 | $198,466-74.1% | $170,442-69.9% | $147,584-65.2% |
| Participation rate | 92.3% | 88.0%+4.3pp | 83.6%+8.7pp | 82.8%+9.5pp |
| Annual return | 20.35% | 257.29%-236.9pp | 205.93%-185.6pp | 578.55%-558.2pp |
| Employer contribution / active EE | $1,826 | $6,184-70.5% | $5,433-66.4% | $4,876-62.6% |
| Participant deferral / active EE | $3,213 | $5,629-42.9% | $4,939-35.0% | $5,439-40.9% |
| Admin fee / account holder | $7,074 | $16,852-58.0% | $13,880-49.0% | $10,885-35.0% |