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 | $46,773 | $217,402-78.5% | $185,823-74.8% | $167,490-72.1% |
| Participation rate | 94.4% | 86.0%+8.4pp | 81.7%+12.7pp | 82.1%+12.3pp |
| Annual return | 25.98% | 148.36%-122.4pp | 122.05%-96.1pp | 478.56%-452.6pp |
| Employer contribution / active EE | $4,058 | $5,873-30.9% | $5,167-21.5% | $4,837-16.1% |
| Participant deferral / active EE | $2,932 | $6,356-53.9% | $5,568-47.3% | $6,341-53.8% |
| Admin fee / account holder | $2,478 | $19,811-87.5% | $16,237-84.7% | $12,309-79.9% |