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 | $72,500 | $176,056-58.8% | $159,436-54.5% | $167,490-56.7% |
| Participation rate | 93.8% | 84.9%+8.8pp | 82.8%+10.9pp | 82.1%+11.6pp |
| Annual return | 18.23% | 331.75%-313.5pp | 263.57%-245.3pp | 478.56%-460.3pp |
| Employer contribution / active EE | $4,991 | $5,297-5.8% | $4,829+3.3% | $4,837+3.2% |
| Participant deferral / active EE | $2,845 | $7,750-63.3% | $7,352-61.3% | $6,341-55.1% |
| Admin fee / account holder | $2,675 | $12,554-78.7% | $10,799-75.2% | $12,309-78.3% |