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 | $51,308 | $217,402-76.4% | $185,823-72.4% | $167,490-69.4% |
| Participation rate | 94.7% | 86.0%+8.7pp | 81.7%+13.0pp | 82.1%+12.6pp |
| Annual return | 24.43% | 148.36%-123.9pp | 122.05%-97.6pp | 478.56%-454.1pp |
| Employer contribution / active EE | $4,580 | $5,873-22.0% | $5,167-11.4% | $4,837-5.3% |
| Participant deferral / active EE | $3,797 | $6,356-40.3% | $5,568-31.8% | $6,341-40.1% |
| Admin fee / account holder | $4,007 | $19,811-79.8% | $16,237-75.3% | $12,309-67.4% |