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 | $44,760 | $176,056-74.6% | $159,436-71.9% | $167,490-73.3% |
| Participation rate | 80.0% | 84.9%-4.9pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 10.95% | 331.75%-320.8pp | 263.57%-252.6pp | 478.56%-467.6pp |
| Employer contribution / active EE | $2,237 | $5,297-57.8% | $4,829-53.7% | $4,837-53.8% |
| Participant deferral / active EE | $4,634 | $7,750-40.2% | $7,352-37.0% | $6,341-26.9% |
| Admin fee / account holder | $364 | $12,554-97.1% | $10,799-96.6% | $12,309-97.0% |