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 | $64,864 | $157,256-58.8% | $141,162-54.1% | $152,861-57.6% |
| Participation rate | 92.3% | 84.8%+7.5pp | 82.5%+9.8pp | 82.4%+9.9pp |
| Annual return | 22.22% | 64.32%-42.1pp | 71.39%-49.2pp | 345.32%-323.1pp |
| Employer contribution / active EE | $4,693 | $5,261-10.8% | $4,735-0.9% | $4,762-1.5% |
| Participant deferral / active EE | $7,246 | $7,109+1.9% | $6,709+8.0% | $5,850+23.9% |
| Admin fee / account holder | $665 | $12,120-94.5% | $10,261-93.5% | $11,596-94.3% |