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 | $23,503 | $177,572-86.8% | $154,803-84.8% | $142,382-83.5% |
| Participation rate | 90.9% | 82.1%+8.9pp | 78.1%+12.8pp | 80.1%+10.8pp |
| Annual return | 18.12% | 65.07%-47.0pp | 58.88%-40.8pp | 217.08%-199.0pp |
| Employer contribution / active EE | $2,341 | $4,810-51.3% | $4,305-45.6% | $4,299-45.5% |
| Participant deferral / active EE | $4,973 | $6,272-20.7% | $5,540-10.2% | $6,507-23.6% |
| Admin fee / account holder | $1,543 | $16,786-90.8% | $14,329-89.2% | $12,624-87.8% |