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 | $53,323 | $175,202-69.6% | $149,673-64.4% | $139,434-61.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.93% | 166.71%-151.8pp | 134.42%-119.5pp | 372.94%-358.0pp |
| Employer contribution / active EE | $3,372 | $5,474-38.4% | $4,818-30.0% | $4,751-29.0% |
| Participant deferral / active EE | $10,385 | $6,519+59.3% | $5,680+82.8% | $6,710+54.8% |
| Admin fee / account holder | $359 | $16,150-97.8% | $13,210-97.3% | $11,403-96.8% |