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 | $33,598 | $176,056-80.9% | $159,436-78.9% | $167,490-79.9% |
| Participation rate | 90.5% | 84.9%+5.5pp | 82.8%+7.7pp | 82.1%+8.4pp |
| Annual return | 15.07% | 331.75%-316.7pp | 263.57%-248.5pp | 478.56%-463.5pp |
| Employer contribution / active EE | $3,340 | $5,297-36.9% | $4,829-30.8% | $4,837-30.9% |
| Participant deferral / active EE | $7,177 | $7,750-7.4% | $7,352-2.4% | $6,341+13.2% |
| Admin fee / account holder | $1,511 | $12,554-88.0% | $10,799-86.0% | $12,309-87.7% |