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 | $57,988 | $198,466-70.8% | $170,442-66.0% | $147,584-60.7% |
| Participation rate | 94.4% | 88.0%+6.5pp | 83.6%+10.8pp | 82.8%+11.6pp |
| Annual return | 14.22% | 257.29%-243.1pp | 205.93%-191.7pp | 578.55%-564.3pp |
| Employer contribution / active EE | $1,748 | $6,184-71.7% | $5,433-67.8% | $4,876-64.2% |
| Participant deferral / active EE | $2,880 | $5,629-48.8% | $4,939-41.7% | $5,439-47.0% |
| Admin fee / account holder | $371 | $16,852-97.8% | $13,880-97.3% | $10,885-96.6% |